Together, we will sculpt a future where your financial aspirations become tangible realities.
Ask Yourself, Are You Struggling With...
Ready to turn your financial dreams into a reality?
Contact us for a complimentary review of your financial goals.
Take the first step towards lasting prosperity.
We work with you to craft a personalized financial plan designed to help you build wealth and feel financially secure.
We offer a broad range of services, products, and plans to to meet your diverse financial needs.
○ Mutual Funds
○ Segregated Funds
○ Electronically Traded Funds (ETFs)
○ Principal Protected Notes
○ Tax Planning
○ Estate Planning
○ Investment Analysis
○ Pension Analysis
Strategies and products include:
○ Insurance Analysis
○ Disability Insurance
○ Life Insurance
○ Critical Illness Insurance
What Our Clients Are Saying
Browse testimonials from our satisfied clients
“What I like about having Jay Scholes as my Financial Advisor is that as a senior citizen, I can totally rely on his expertise and integrity to handle my investments in the best way possible for me. I believe he has a very ethical approach to business and it is that characteristic which reassures me in choosing him as my Financial Advisor.”
"I just want to say thank you for helping me manage my finances. Without Jay’s guidance I know I would not be in the financial position I am today. I was worried when I retired that my reduced income was not going to cover the expenses. It has been a year and with my pension, CPP plus supplement I am actually saving a bit each month. My additional work income is transferred to 100% savings. This has completely reduced my anxiety. A big thank you to you for the great service that you provide."
“My husband and I were Jay’s first clients when he began his career as a financial advisor. We felt confident then and we still do now. Though we are not big money investors, Jay treats us with the same respect as if we were. I was more than happy to follow Jay to his new practice, 4Sight Financial, and I know he will do his very best to invest our hard earned dollars to maximize our returns”.
Why Choose Us
Entrusting your finances to an advisor is a crucial decision for yourself and your family.
We uphold the highest standard of excellence, expertise, and fiduciary responsibility to deliver the most effective advice to our clients. We seek to understand your entire financial landscape, and are dedicated to supporting you to create a personalized wealth strategy
Discover How We Help
Explore the Strategies to Safeguard Your Financial Future
Financial planning is the process of completing a comprehensive evaluation of your current and future financial state in order to lay the groundwork for actualizing on your financial goals.
Financial planners are accredited and regulated under a number of certifications including Canadian Certified Financial Planner (CFP), Canadian Securities Certification (CSC), and Life License Qualification Program Insurance Course (LLQP).
A financial planner guides and advises clients on a variety of financial matters including investment management, insurance needs, retirement planning, and more.
Financial planners act as their clients’ trusted advisor in all financial matters including, investment management, insurance needs, retirement planning, and more.