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Your Partners in Proactive Financial Planning Since 1979

Founded in 1979, JT Moland Insurance Consulting Ltd. has been a leading provider of proactive financial planning services for individuals and organizations across Canada. With a focus on integrity and personalized solutions, we partner with clients to navigate the complexities of financial planning and achieve their unique goals.

Our Mission

Our mission is to empower our clients by providing objective, comprehensive, and integrated insurance and investment planning services. We believe in:

  • Independence: As an independent broker, we are not beholden to any insurance or investment companies. This allows us to tailor plans to your specific needs and goals.
  • Expertise: Our team of experienced professionals has diverse expertise in various areas of financial planning.
  • Transparency: We provide clear and concise explanations of our processes and recommendations.
  • Ongoing Support: We actively monitor your plans and provide regular updates and adjustments based on your evolving needs and financial landscape.

Solutions and Services

We offer a comprehensive range of solutions to address your financial needs, including:

Employee Benefits & Pension Plans

  • Development and implementation of tailored employee benefit and pension plans
  • Ongoing review and optimization of existing plans
  • Expertise in Aboriginal Pensions

Executive Personal Risk Management

  • Customized strategies to address the unique risks faced by high-income earners
  • Transition and permanent insurance solutions
  • Estate planning and planned gifting services

Life Insurance

  • Comprehensive needs assessment and guidance on choosing the right life insurance coverage
  • Review and optimization of existing life insurance policies

Investment Strategies

  • Development of personalized investment strategies to meet your financial goals

Lifestyle Protection

  • Risk management solutions to safeguard your financial security and peace of mind

We are committed to

  • Providing personalized attention and building strong relationships with our clients
  • Delivering clear and concise explanations of our processes and recommendations
  • Offering ongoing support and guidance throughout the financial planning process

Working with JT Moland Insurance Consulting Ltd., you can

  • Gain peace of mind knowing your financial future is in capable hands
  • Make informed decisions about your financial goals
  • Access personalized and proactive financial planning tailored to your needs
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