JFH Insurance & Investment Services Inc.

at 3240 Mount Lehman Rd., Suite 201, Abbotsford, V4X 2M9 Canada

It’s helpful to have a team who can help you navigate personal and corporate finances.


JFH Insurance & Investment Services Inc.
3240 Mount Lehman Rd., Suite 201
Abbotsford , BC V4X 2M9
Canada
Contact Phone
P: 604-855-1990
Website

Description

In a world of ever changing government policy, volatile markets and negative news reports it is helpful to have someone who can help you navigate difficult decisions pertaining to all aspects of your personal and / or corporate finances.

Opening time

  • Mondays: 08:30- 20:00
  • Tuesdays: 08:30- 17:30
  • Wednesdays: 08:30- 17:30
  • Thursdays: 08:30- 20:00
  • Fridays: 08:30- 17:00

Company Rating

16 FB users likes JFH Insurance & Investment Services Inc., set it to 27 position in Likes Rating for Abbotsford, British Columbia in Bank/financial services category

The Bank of Canada has opted to keep its key overnight lending rate at 0.75 per cent, insisting that the rest of the year will be much better as lower interest rates filter through the economy and exports rebound. Interest Rates both in Canada and the U.S. will continue to be key points over the next many months. On another note - The Federal Budget is set to be released next week. We will plan to summarize the highlights that are likely to effect our clients.

Published on 2015-04-15 18:35:00 GMT

There are many positive recent highlights to the US economy. Here are two: 1)The economy added 295,000 jobs in February, marking the 12th straight month that employment gains have been above 200,000, the longest such run since 1994. 2)The unemployment rate fell to a more than 6-1/2-year low of 5.5 percent in February.

Published on 2015-03-26 16:49:57 GMT

As you may know, we focus on very specific strategies in the portfolios we design for each of our clients. This morning, as I review my own account, I see that I have been able to attain a very good return over the last 9 years. In fact, on my own personal account I have averaged out 9.76% per year. This includes all of the years such as the financial crisis of 2008 and the European Debt crisis in 2011. This may lead you to believe that my portfolio is in highly risky stocks. It's actually quite the opposite. My portfolio is actually positioned with 57% in medium risk investments, 39% in low medium risk assets and 4% in high risk stocks. My personal portfolio represents my general conservative approach to investing. If you would like for me to explain to you what I personally own in my own portfolio and why - just ask me, I would be happy to explain. Posted by: John Hakkarainen

Published on 2015-03-11 15:30:56 GMT

JFH Insurance & Investment Services Inc. is seeking a full-time office administrator. Qualified candidates will be strong with Microsoft Word and Excel and have strong command of the English language. Previous experience with banks, investment firms and insurance companies will be an asset. IFIC course certification or completion of the LLQP will also be viewed as a significant asset. Strong communication skills, laser sharp attention to detail and the desire to go above and beyond to serve our clients are essential. You must be bondable. Candidates should also be seeking a long term career with growth potential in the future. Benefits and / or a group retirement program will be offered after 3 months. Candidate will be responsible for a number of responsibilities which include: •Investment direction processing •Paperwork preparation for several different types of accounts •Contacting clients for numerous reasons including, but not limited to, setting up appointments, status updates, service calls and accounts in arrears •Direct client interactions, possibly including offsite visits •File maintenance The hourly wage will be determined by the candidate’s previous experience and ability. JFH Insurance & Investment Services Inc. is associated with Sun Life Financial. Qualified candidates can submit a resume by emailing Faith at jfh@sunlife.com. Please include the word resume in subject line.

Published on 2015-02-24 06:36:32 GMT

I was wrong- but I am okay with it! In 2014, I predicted the decline of oil prices and the drop of the Canadian dollar. However, I was wrong about interest rates. When I released my "2014 Year in Review" letter, I surmised that interest rates would likely remain as is until at least the beginning or mid part of 2016. Well, as you may know, the Bank of Canada cut interest rates on January 21st. Many lenders have also cut mortgage rates. There is also speculation that there may be further rate cuts in early March. As you know, I am not in the business of mortgages. However, I believe this is a vital time to take advantage of a lower cost of borrowing, if you are able. What action should you take now? Simply email us back and tell us the following: 1.) Mortgage Balance 2.) Renewal Date of Mortgage 3.) Interest Rate 4.) Last Assessed Value of Your Home 5.) Mortgage Lender Based on this information, we will respond with a "yes or "no" if you should consider changing the terms of your mortgage. If the answer is "yes", we will likely make additional suggestions of how to best proceed. Our email address is jfh@sunlife.com

Published on 2015-02-16 18:52:48 GMT

Generated summary (experimental)

JFH Insurance & Investment Services
We are a team dedicated to helping our clients achieve financial success.
In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services.
Select each of our team members to learn more about us, and what we can do for you.
John Lee Hakkarainen, CFP®
3240 Mountain Lehman Road, Suite 201 Abbotsford, British Columbia V4X 2M9
We are a team dedicated to helping our clients achieve financial success.
In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services.
Select each of our team members to learn more about us, and what we can do for you.
View larger map For individuals Growing and protecting the income you and your family depend on is a challenge.
Whether it's through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.
For business Businesses large and small can benefit from solutions that help protect your business and the people that work for you.
Because every business is unique, plans can be tailored to suit your specific needs.