Ben Jacobs
Financial Advisor
Ben Jacobs
I’m a financial educator with a passion for business and entrepreneurship. I’ve combined my love of finance and business education to create a financial consulting practice focused on helping people navigate the complexities of financial planning through financial literacy education.
I’m eager to work with individuals or families who are keen to improve their financial life and, more importantly, their understanding of financial concepts. Ideally, I am best suited to help business owners optimize their revenue and finances with my 3-tier OBP (Owner, Business, People) Financial Wellness Program.
I believe that the greatest value I bring is my focus on education, my commitment to a process, and my direct communication. I’m not a salesperson trying to push products. I’m a financial guide with a process that provides business owners and other individuals with a customized strategy that will put them on the path to financial independence. Oh, and of course, I use top-quality financial products, but that’s a given.
My business objective is to create strong life-long relationships with the people I work with and to be considered a financial resource throughout their financial journey. Making a difference in people’s lives through finance is what drives me. I truly believe that many of life’s stressors can be traced back to a lack of financial peace.
I’m concerned about the growing financial crisis in Canada, especially the stats showing how many Canadians are heavily in debt and generally insufficiently prepared for retirement. I’m convinced that I can solve these issues with a genuine level of care and a well-crafted financial game plan.
- benjacobs.ca
- [email protected]
- (905) 399-2365
- (905) 399-2365
- 4145 North Service Road Unit 208 Burlington Ontario, Burlington Ontario, Canada L7L6A3
- Oakville Tribe
