J.D. ADVISORS INC. PRIVATE CLIENT FINANCIAL SERVICES & INSURANCE

Private Client Financial Services & Insurance

J.D. Advisors is a family office team that specializes in a number of fields to help clients enjoy a greater level
of financial well-being and prosperity, at every stage of life.

We are a team where every mind counts.

Our ambition is to offer our clients a dedication to delivering consistent performance through individual focus and care.

28 Yrs

Average number of years of experience in a specialized field.

Zero

Number of proprietary products we are required to offer our clients on behalf of a large financial institution.

21Yrs

Average number of years investing in our communities to make them a better place.

Our Team

James M. Di Cenzo

Director
J.D. Advisors Inc.

James is a Fellow of the Canadian Securities Institute (FCSI®)
Portfolio Manager, Chartered Investment Manager (CIM®)
Senior Investment Advisor, Life Agent.

James and his team take pride in providing clients with the highest calibre of financial advice and a commitment to service. They are also committed to maintaining independence and diligently fulfil their fiduciary responsibilities to clients.

James started his career working with 'angel' investors during his early years. First, in a family business and later recruited by a US venture capital group in the United States. After returning to Canada in 1999, James was recruited by a non-bank owned financial firm on Bay Street, Toronto and now works with investors across Canada, the United States and worldwide.

James primarily volunteers with the Men's Street Ministry, a registered charity that supplies food and clothing to people in need in Hamilton and Brant County.

[email protected]

Jennifer Jacobs

LTCI Consulting

Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and an Elder Planning Counselor (EPC). Founder of LTCI Consulting

Jennifer has helped thousands of Canadians to better understand the real value and life-changing opportunities that smart and personalized financial planning can provide since 2002. Given the high-calibre of expertise she offers in Canada's insurance industry, she is a highly sought-after keynote speaker on financial planning and life strategies by prominent Canadian financial organizations and companies and is a past board member and current member of the Living Benefits Committee for the Conference of Advanced Life Underwriters (CALU).

Jennifer and her staff provide extensive experience to the financial planning process and implementation of personalized client service to the J.D. Advisor's team.

LTCI is active in their local community by establishing and providing an open sanctuary to abandoned or disabled animals in need of care on a 100 acre farm north of Ottawa.

Rick Laviolette

Rick, originally from Hamilton, now resides in Caledonia, Ontario. He earned an Honours B.A. in economics and statistics from McMaster University in 1975. Rick joined the Canadian Armed Forces and became a Lieutenant in three years. After leaving the Armed Forces, he worked as a bank branch administration officer for a major Canadian bank. Rick joined Richardson Greenshields as an independent investment advisor in 1981 and served in that role for 35 years.

Rick brings extensive market consulting experience, offering timely portfolio strategies and risk assessments across stocks, fixed income, and ETFs. He also provides both fundamental and technical analysis, with an emphasis on risk management, to guide us through today's ever-changing markets.

Andrew Topping

Chartered Professional Accountant (CPA),
CA, LPA, B.COMM (HONS)
CEO, Lugowy Professional Corporation

Andrew started his career as a Chartered Professional Accountant and Chartered Accountant in 2013 at one of Canada's big four international accounting firms.

Andrew brings a wealth of tax and estate experience having worked with individuals and corporations in several areas of taxation over two decades. He is also highly versed in Estate Taxation and Final Estate Tax Returns and offers valuable complimentary advice in the area of Estate Planning.

Andrew is active in his community volunteering time to provide personal tax services to the less fortunate in Hamilton-Wentworth with CPA Ontario.

Larry Cohen

Called to the bar: 1967 (ON); K.C.1980 (ON)

Larry has been a personal friend and asset to the J.D. Advisors Team and the Hamilton-Wentworth community for several decades.

Practicing law for sixty years, Larry serves as a valuable advisor and consultant on all legal issues; simple, complex and otherwise.

Esther Smith

Licensed Assistant, Client Services

Last, but not least, Esther offers several decades of 'hands-on' experience working for a number of high profile Canadian financial institutions and pension management services.

Esther plays a vital role on the team fulfilling vital client needs and requests in a timely and professional manner.

"We can only see a short distance ahead, but we can see plenty there that needs to be done."
Alan Turing

Feel free to contact us at your convenience.

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