Welcome to JFT & Associates
At JFT & Associates, we believe that true success- whether personal, familial or professional-stems from thoughtful strategic, financial planning. Our mission is to support clients in achieving both their short-term and long-term financial goals by leveraging our expertise in investment management and our comprehensive financial tools.
A Purely Customized Approach
We pride ourselves on delivering tailored solutions that add real value for our clients. By blending both active and passive portfolio management strategies, we utilize a mix of traditional investment vehicles such as Equities and Fixed Income, alongside non-traditional Alternative investment strategies. This hybrid approach allows us to meet the unique needs of a wide range of clients, helping each one reach their financial objectives with confidence.
Our Specialty- Alternative Investments
JFT & Associates brings extensive experience and a specialization in alternative investment solutions. We offer strategies that go beyond traditional stocks and bonds, providing valuable diversification to help protect and grow your wealth.
Our Clients
Investment management and Financial Planning are our passion. The reward of this passion is the ability to serve a diverse group of clients. Whether you are planning for retirement, growing a business, or navigating a major life transition, we provide personalized strategies to help you achieve lasting success.
We currently work with:
- Individuals
- Families
- Businesses
- Corporations
- Associations
- Education Boards
- Agriculturalists
- Non-profit societies
- Trusts
We look forward to working with you.