Welcome to J&F Wealth Management!

Our Mission is to create a meaningful difference in the lives of our clients.

Value Statement 

We believe that wealth is more than money. We understand that managing your financial well-being requires a comprehensive approach that goes beyond simple investment advice.  That’s why we offer a holistic wealth strategy tailored to meet your unique financial needs.  Our team is dedicated to working with you to preserve and grow wealth, so you can focus on what truly matters to you.

Team Specialties

Portfolio and Investment Management         

Tax minimization

Insurance planning

Financial planning                                          

Retirement planning                               

Multi-generational transfer of wealth

Trust and Executor services                         

Trust set-up & management                     

Estate and wealth transfer

Private banking services and complex lending structures


Welcome to BMO Nesbitt Burns

At BMO Nesbitt Burns, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.

Working with an Advisor

We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help make it all possible. A BMO Nesbitt Burns Investment Advisor can help you through these important periods of transition.

About Us

BMO Nesbitt Burns Investment Advisors have a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting relationships we have built with Canadian families through the generations.

Through partnerships across BMO Financial Group, BMO Nesbitt Burns Investment Advisors have access to a full spectrum of resources to address the wealth management needs of clients including lending, estate and insurance, wealth planning, business succession and more.  We offer clients a highly personalized service through more than 50 offices coast to coast