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.
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.
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26 Yrs
Average number of years of experience in a specialized field. |
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Our Team
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James M. Di Cenzo
Director of J.D. Advisors Inc.
James is a Fellow of the Canadian Securities Institute (FCSI®)
Portfolio Manager, Chartered Investment Manager (CIM®) Senior Investment Advisor and a Life Agent. James and his team take pride in providing clients with the highest calibre of financial and a commitment to service. They take pride in their independence and fiercely strive to act as fiduciaries on behalf of 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 and worldwide. James dedicates the mainstay of his community service to a registered charity that provides food and clothing to the homeless and less fortunate across Hamilton and Brant County. [email protected] |
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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 ConsultingJennifer 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).
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Laura Post
LTCI Consulting Fulfillment AssociateLaura has been working in the financial services industry since 2005 and brings a wealth of experience to the process and implementation of personalized service. Laura has a strong passion for educating and empowering others. Laura’s approach is to make complex solutions into a process which facilitates understanding and comfort.
Under Jennifer's direction, Laura provides a wealth of experience to the 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. |
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Andrew Topping
Chartered Professional Accountant (CPA),
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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 over fifty-eight years, Larry serves as a valuable advsior and consultant on all legal issues; simple, complex and otherwise.
Practicing law for over fifty-eight years, Larry serves as a valuable advsior and consultant on all legal issues; simple, complex and otherwise.
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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
Alan Turing
Feel free to contact us at your convenience.
