JJ Neely Tax & Insurance

At JJ Neely Tax & Insurance Advisory Group Inc., we take pride in our 40-year legacy of providing exceptional estate and tax planning services to business owners across Canada. Our team of experienced consultants, led by John Neely, is dedicated to helping you achieve your financial goals through comprehensive planning and expert guidance.

Our Services

We offer a wide range of services designed to help you optimize your financial situation. Our expertise includes estate and tax planning, retirement planning, and investments. We understand that every business owner's situation is unique, which is why we take a personalized approach to providing tailored solutions that meet your specific needs.

Our team is committed to working closely with you, your accountant, and other advisors to ensure that all aspects of your financial planning are addressed. We believe in a team approach, and our goal is to provide you with a comprehensive plan that integrates all facets of your financial situation.

Our Expertise

Our team is comprised of experienced professionals with extensive knowledge in corporate, personal, financial, and estate planning. We have the expertise to quarterback your planning process, bringing together all the necessary advisors to ensure that your interests are protected.

We work closely with your accountant to customize insurance policies that meet your specific needs, and our tax knowledge enables us to work effectively with you, your accountant, and your lawyer to ensure that all aspects of your financial situation are addressed.

Testimonials

Don't just take our word for it! Our clients have praised our commitment to providing exceptional service and expertise. From minimizing taxes to maximizing retirement income, our clients have seen the benefits of working with us.

Our Commitment

At JJ Neely Tax & Insurance Advisory Group Inc., we are dedicated to providing the highest level of service and expertise to our clients. We are committed to continuing our legacy of excellence and look forward to working with you to achieve your financial goals.