S Jolly Financial
Toronto, ON
Phone: +16472566770Format verified (CA)
Website: newschooloffinance.com
Trust signals
- ✓ Online since 2012
- Format verified (CA)
S Jolly Financial offers fee-only financial planning services in Toronto, specializing in retirement planning, investment consulting, and tax preparation.
S Jolly Financial is a premier fee-only financial planning firm located in Toronto, dedicated to providing unbiased financial advice to Canadians. With a focus on retirement planning, investment consulting, and tax preparation, the firm caters to individuals, couples, and entrepreneurs with complex financial needs. Their unique approach eliminates commissions and jargon, ensuring clients receive clear and actionable financial guidance. S Jolly Financial prides itself on its commitment to impartiality, helping clients optimize their financial strategies without the influence of product sales.
Business stage
growth
Local competition
medium
Profile confidence
90%
Services & offerings
Retirement Planning, Financial Planning, Investment Consulting, Tax Preparation
Who they serve
S Jolly Financial primarily serves individuals and couples with complex retirement planning needs, as well as entrepreneurs and high-income professionals.
Ideal customer
- Industry
- Finance
- Company size
- Small to medium-sized
- Decision-maker role
- Individual or business owner
- Geography
- Canada
B2B vs B2C focus
B2B 20%B2C 80%
Demand pattern
steady
Peak months
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Services are in demand year-round.
What sets them apart
- Fee-only model
- No product sales
- Personalized financial strategies
Year founded
2012
Team size
1-10
NAICS
523930
Technology
SquarespaceGoogle AnalyticsUses Google Workspace