Insurance and Investment Solutions


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Services


Boutique financial advisor firm based in the heart of Markham.
I get to know my clients so that I can customize a solution to suit their needs. As a broker I can source products from a variety of insurance carriers, chartered banks and mutual fund companies.

Life Insurance


Life insurance can be used to provide your family with financial security by paying out a tax free lump sum upon your death.

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Critical Illness


Critical Illness insurance provides a lump sum tax free benefit if you are diagnosed with a critical illness that is covered under your policy and you survive the waiting period.

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Disability


Disability insurance protects your ability to earn income if you become unable to work due to illness/injury.

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Health


Group benefit plans and individual health plans can provide compensation for health and dental expenses.

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Investments


Wealth accumulation, retirement planning, tax and estate planning.

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Jennifer Stoddard, B.A., CLU, CFP


Jennifer has a BA from the University of Western Ontario. She started her career in advertising and media working for Publicis, York Region Media Group, and Somerset Entertainment. After working several years in that industry, she realized she wanted a career where she could make an impact on people’s lives. So, in 2010, she gave up a job with a good salary, benefits, retirement plan, and became an independent Financial Advisor. Today Jennifer is in a career she loves, where she gets to help her clients achieve their financial goals while managing their risks.


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Tina Bravos

Markham, ON


Jennifer Stoddard’s expertise as a professional broker, coupled with her attention to detail and commitment to excellence in client relations is why I selected her to help me plan and manage my financial investments. She offered all the tools I needed (i.e. life insurance, disability insurance, retirement planning and health benefits), thereby simplifying and streamlining the entire process. If you are looking for someone to help you plan for the future and appreciate an individual who communicates with integrity and clarity, Jennifer Stoddard is definitely a good choice.Mr. WordPress

Jill and James Cleary

Newmarket, ON


Jennifer is an excellent partner in our financial journey. She’s knowledgeable, well prepared and is always available for questions or just general reassurance! I highly recommend Jennifer.Mr. WordPress

Andrea and Mike Raynor

Newmarket, ON


As a young couple, buying our first home and having our first child, life insurance felt like an overwhelming task that we wanted to avoid. After our first meeting with Jennifer, our stress was lifted as she explained the process in a calm, clear manner that allowed us to immediately feel comfortable moving forward with her. Jennifer not only presented us with different options, but personalized them by making well-informed suggestions as to what she felt would benefit our family the most. Jennifer takes the time to get to know you on a personal level, and creates the perfect balance by being friendly and personable as well as knowledgeable and efficient. We would recommend her to anyone that is in the market for insurance. Mr. WordPress

Julie T.

Toronto, ON


My husband and I have 3 children and knew life insurance was something we needed to buy. When we met with Jennifer she discussed the different types of life insurance and did a needs analysis to determine the appropriate amount of coverage. She walked us through the application process so that we felt comfortable. I would recommend Jennifer to anyone looking to buy life insurance.Mr. WordPress

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If you have any questions or would like to start a conversation please feel free to contact me.


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