About Us

Your partner in investing with foresight

Who We Are

We Assist Our Financial Clients in Recognizing the Significance and Value of Strategic Planning

We provide comprehensive financial planning, specializing in investment management and retirement planning. Our clients range from individuals seeking personalized wealth management to families aiming to optimize their financial strategies and outcomes.

Jay Scholes, certified financial planner

Meet Your Advisor

James (Jay) B. Scholes, B.A.

Certified Financial Planner

I am a seasoned professional with more than 25 years of dedication to wealth management. My career in business began in 1980 when I started a student lawn care business while still in high school.

From earning a double major in management and economics to receiving a Bachelor of Arts degree from the University of Guelph in 1989, my career has been a testament to my commitment to financial excellence. As a Certified Financial Planner (CFP) and Senior Financial Planner, I bring a wealth of expertise in retirement planning, investment strategy, and insurance.

Experience the benefits of tailored financial solutions designed to eliminate uncertainty, optimize investments, and secure your financial future. With 4Sight Financial, you’re not just gaining a financial planner; you’re gaining a partner dedicated to your long-term success.

Meet Our Team

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Employee Name, Job title

A short biography of the employee and why their background should inspire potential clients' confidence.

Article img 3 13122021

Employee Name, Job title

A short biography of the employee and why their background should inspire potential clients' confidence.

Article img 3 13122021

Employee Name, Job title

A short biography of the employee and why their background should inspire potential clients' confidence.

Have a clear goal, know your risk tolerance, and be sure it matches your investments.

I've learned that we, as people, become overly risk tolerant in rising markets, and risk-averse in falling markets.

It is human nature to be attracted to what we want and run from the things that frighten us. Unfortunately, however, it means that we often become more inclined to buy investments as they become more expensive and more willing to sell when they get cheaper.

Aside from being a shining example of a successful investor, Warren Buffet is well-known for being a good teacher. Every year, he produces a letter to his shareholders, each containing nuggets of wisdom peppered with a touch of humility and humor. When markets are volatile, we’ll all do well to take solace and repeat the following quote:

“Capital markets are simply relocation centers; they relocate the world’s wealth from the impatient to the patient.”

In down markets and in boom times, I serve as the steady hand at the helm, calmly and carefully navigating the path forward to long-term success.

More From Our Clients

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Mastering the art of planning your personal finances is within your reach, and we can guide you through the process.
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