EDUCATION-FIRST FINANCIAL SERVICE

Bringing value to small business owners and individuals committed to building wealth through financial literacy, reliable service, and quality products.

"It is clear education is the root of Ben’s practice and solution-oriented procedures when it comes to addressing both insurance and financial strategy. Ben will partner with you, and I promise he will become one of your greatest assets."

Stefan Cvijetan

Founder & OMP Level Osteopathy

STRATEGY

INVESTMENTS

PENSION PLANS

GROUP BENEFITS

and more...

Who we serve

Small Business Owners with
1-30 employees

Entrepreneurs that have integrated us into their business have a desire to:

Investors Committed to Financial Independence

Individual investors that choose to work with us typically have:

high motivation to reach financial independence quickly
a desire to work with an expert because they have neither the time or expertise to manage their own financial strategy
a nest egg of $5,000 (min) and seeking help to grow it efficiently
a budget with a surplus of $500 per month disposable income

What our clients say

“After meeting Ben I quickly realized the value he provides! He thinks outside the box, has proven strategies that increase attraction and retention of talent, and goes beyond what is expected in service. What sets Ben apart is the fact that he looks to educate his partners, not just transact with them.”

Kelly Maniateas

CEO, Integrative Coaching Solutions

"For the past 5 years, I've had the pleasure of working with Ben both for my company and personally. He is extremely knowledgeable, has great energy, very positive, forward thinking and just amazing all around! My employees and I want to say thanks for all the work you do. I look forward to many more years of working together. I highly recommend Ben."

Joel Davis

President, DC United Roofing & Exteriors

“I recently had the opportunity to refer a valuable and long serving client to Ben for employment benefits. I knew that my client would benefit greatly from an introduction to Ben given his ability to come up with a high value solution that caters to the needs of smaller employers at a competitive price.”

Chad Hunt

CPA, Burlington

“Ben is a remarkable man. He has gone beyond my previous financial advisors and the call of duty. He gives good sound advice and points me in a sensible direction. He’s not just your average investment advisor, definitely not. That man is worth his salt and patience of steel. This man will not let you down as a professional.”

Dr. John Bradford

General Practitioner

“Ben is a knowledgeable and dedicated financial specialist and educator focused on partnering with Entrepreneurs & Corporate Teams to retain their talented employees. He expertly guides both parties through a hands-on education and dialogue, strategically leveraging the positives of the group benefit options best for the company and employees.”

Lori McNeil-Chong

CEO, MC Design Group Interiors

“Last year I was overwhelmed with the process of putting in place group benefits for my team. Not only did Ben help me find a solution, but he met one-on-one with each employee and set them up with a package that suited their own individual needs. Ben was a pleasure to work with and I look forward to our continued future business relationship.”

Renee Langendoen

CEO, 2Gals Pro Painting

How we help

Corporate Investing Accounts

We partner with your accounting team to create a tax-efficient strategy to maximize your dividends and grow your retained earnings

Group Benefits Health Solutions

As an independent broker, we will shop the top providers for the best rates to give your employees (min. 3) the coverage they need to manage their health

Defined Benefit/Contribution
Pension Plans

With as little as 2 employees, we can provide you with a competitive and low cost retirement support program

Personal/Individual
Pension Plans

We partner with actuary firms and CPAs to help you maximize your wealth with tax-sheltered savings strategies

Registered & Non-Reg.
Wealth Accounts

Registered Retirement Savings Plans (RRSP)
Tax Free Savings Accounts (TFSA)
Non-registered Cash Accounts

Caring for Dependents and Creating a Legacy

Registered Education Savings Plans (RESP)
Registered Disability Savings Plans (RDSP)
Trust accounts

Creating Income Streams from a Lump Sum

We utilize Fixed Annuities to create steady income for funds received from a structured settlement, insurance payout, or inheritance

Income Protection &
Estate Planning

Income replacement (Term insurance)
Disability & Critical Illness insurance
Permanent insurance strategies

Connect with us

We would love for you to share your positive experience with us through a Google Review!

4145 North Service Road, Unit 208, Burlington, ON, L7L 6A3

905-399-BENJ

connect@benjacobs.ca

DISCLOSURE: The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Ben Jacobs and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, and other related financial services are provided by Ben Jacobs as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

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