Jacqueline Rizza - Financial Security Advisor & Investment Representative

Jacqueline Rizza - Financial Security Advisor & Investment Representative BA | RIS | CEA
Wealth Strategist, Insurance Broker & Investment Representative

Insurance products, including segregated fund policies, are offered through Canada Life, and Jacqueline Rizza offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Life’s filled with unexpected events that could dramatically affect your lifestyle and retirement goals - a financial emergency, health crisis or if you (or someone you love) dies young. It takes careful

planning to achieve your goals and protect yourself in case the unexpected occurs.This is where I can help. I work with clients like you to create a customized financial security plan based on your needs, goals, and risk tolerance, to address four key areas: [ ] Financial security for your family when you die [ ] Protection in case you become seriously ill or can’t work because of a disability [ ] Retirement planning [ ] Ensure you have the funs for a rainy day (liquidity) To do so I’ll need to: [ ] Gain a clear understanding of your goals and dreams [ ] Look at your situation and identify any gaps [ ] Build a plan to help you achieve both long and short-term goals [ ] Review your financial security plan regularly to make sure it meets your changing needs.

02/24/2026

2026 - yet another milestone.
Now licensed in Manitoba for mutual funds! Province #4 and counting.

No bank fees? Heck yes!With open banking finally coming to Canada, there is now a comparison tool you can use to search ...
01/17/2026

No bank fees? Heck yes!
With open banking finally coming to Canada, there is now a comparison tool you can use to search up different low/no cost chequeing or savings accounts!

Give it a try, it takes 2 minutes. Select your options and search! Let me know what comes up for you.

Compare features for different accounts, including interest rates, monthly fees and transactions. Find an account that best suits your needs.

11/25/2025

Now is the perfect time to top up your TFSAs. The markets are slightly down comparably and you can capitalize before the end of the year.
Talk to your favourite advisor to show you what’s available to invest in for your goals!

11/13/2025
Nice lunch today for Foresters Financial @ Spencer’s on the waterfront. They are raising the par dividend scale to 6.25%...
11/13/2025

Nice lunch today for Foresters Financial @ Spencer’s on the waterfront.
They are raising the par dividend scale to 6.25% and have a long term horizon for the future. Amazing room to be a part of today. Thank you to the Foresters / CPP team for the invite.

Mackenzie Due Diligence last week.Beautiful venue, amazing content, spot on conference coffee 😂.The future is exciting!
11/05/2025

Mackenzie Due Diligence last week.
Beautiful venue, amazing content, spot on conference coffee 😂.
The future is exciting!

CRM3 is coming!You’ve heard the discussion on fees in our meetings… it’s coming and it’ll be a hot topic.When it comes a...
10/07/2025

CRM3 is coming!
You’ve heard the discussion on fees in our meetings… it’s coming and it’ll be a hot topic.

When it comes and society is losing their minds guess what? You’re going to say “my advisor has talked about fees for years, you should talk to her. She explains it in a transparent, clear, easy to understand way and I know exactly how much I’ve been paying to invest”.

https://www.advisor.ca/industry-news/industry/here-comes-the-f-word/

Total cost reporting enters its data-gathering phase in January — get ready to talk about fees.

Three months out from the launch of total cost reporting (TCR), Canadian dealers appear ready to begin collecting the data needed for fuller disclosure of investment fund ownership costs. It’ll be another year before clients receive their first TCR-compliant reports, in early 2027.
… see article for more!

Total cost reporting enters its data-gathering phase in January — get ready to talk about fees

🤣 the accuracy
08/20/2025

🤣 the accuracy

🥰🥰🥰

Knowledge First part of a class action lawsuit along with two other RESP providers. - Children’s Education Funds inc. an...
07/28/2025

Knowledge First part of a class action lawsuit along with two other RESP providers. - Children’s Education Funds inc. and Heritage Education funds.

Allegations haven’t been proven but they’ve already agreed on a settlement!

*charging fees of more than $200 per plan and investors that cancelled early were hit with excessive cancellation penalties of more than 20% of their contributions.

Talk to your advisor Jacqueline Rizza - Financial Security Advisor & Investment Representative

Interested in setting up an RESP or financial plan for any of your family members? Know what is out there, how things should be from a clients best interest point of view, and you should never feel pressured to make financial decisions - especially around your children’s education.

Article on Advisor.ca - if you’d like a copy I will email it to you!

News and resources for Canada's top financial advisors

Address

200-110 James Street
Saint Catharines, ON
L2R7E8

Opening Hours

Monday 9:30am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 3pm
Thursday 10am - 5pm
Friday 9am - 3pm

Telephone

905-380-6403

Website

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