JW Investments

Hey Parents, We know that you want the best for your children, so lets talk insurance. Plan a quick visit with us to provide your family with a necessary security blanket, and know, as your life changes, your insurance should too! #activateourisland #insurancepei #insuranceagency #insurancebroker #term30 #SecureMyLife #investment #TERM20

Happy Valentines Day to all our customers, friends, family and neighbors! In my world, the best thing that can say I Love You, is a great life insurance plan! Keeping those you love secure even after the unexpected happens. Say I love you, with unconditional security and financial support. ... Connect with us, to make them feel special and take care of.

Satisfied Customers | Souris Remedy's RX & Seaside Medical Center | Since opening its doors to our community in 2013, The Remedy has put the health of our community, and their staff first. JW is proud to provide insurance & investment services to such essential businesses in our community. Talk to us about how you too can support your employees through group insurance. Supporting local businesses and locals alike. ... #term30 #SecureMyLife #TERM20 #investmen##investment #familyprotection #lifeinsurance #DisabilityInsurance #criticalillnessinsurance #rrsp #resp #tfsa #selfemployed

Did you know that with Canada Protection Plan you don't need a medical exam? Here’s an example of a life insurance plan without a medical exam. Sometimes it can be difficult to find sufficient coverage to secure your family. During these unprecedented times due to the pandemic, it’s good time to consider your options. Let us know if you have any questions.

Debt clock - Have you ever thought about how long until you will be debt free? Student loans, mortgage, credit cards, etc. Would you like to shorten that timeframe to being debt free? Contact us for a full financial assessment to help you get control of your assets.

If you're a business owner, invest in your employees. We offer many types of group benefits to customize every employer's needs. We are already representing numerous local businesses who are making their employees health a priority. You should too!

Did you know that life insurance is CHEAPEST when you are young and healthy? Imagine in the near future, you have a beautiful young family, then suddenly your not there anymore. Without life insurance, your family will have more than grief to deal with, it could financially ruin them. Bad days will happen, but it’s up to you to REDUCE the IMPACT of those bad days. Speak to your local financial advisor today, to ensure those closest to you are well protected. ... J.W. McCloskey - 902-687-4300

You may not expect to become seriously ill. But it could happen. #CriticalIllness Insurance can help protect you and your loved ones. Critical illness insurance means less stress about your finances so that you can focus on your well-being. When the policy is paid out it provides the beneficiary the freedom to use this tax-free lump sum however they choose. Having Critical Illness Insurance can help cover lost income, health related expenses or deductibles which may not be co...vered by health/disability insurance, travel i.e. to see a specialist, helping with childcare, mortgage payments and more. Approximately 93% of critical illness claims fall under these two categories cardiac and cancer related diagnoses. Whether you are the sole breadwinner, single, or have a family relying on you, a critical illness insurance policy can provide you peace of mind while you focus on your well-being. Contact us for a personalized plan. https://www.cpp.ca/buying-critical-illness-insurance/

Introducing the the real boss around here, Rachel Reynolds! Rachel is the admin assistant at J.W McCloskey Financial. She’s the organized, detailed oriented assistant every business owner could hope for. She’s been the first point of contact for our clients at the office for the last 6 years and we can’t imagine it here without her! Rachel is a pro and can answer all your questions, sometimes perhaps better than Jimmy Give her a shout at the office, and she’ll help get you all set up! 902-687-4300

Located in Souris, Prince Edward Island, J.W. McCloskey Jimmy, has worked hard to keep his finger on the pulse of the ever-changing regulations of the insurance industry, and this dedication to the field has been rewarded with such prestigious designations as Estate Financial Inc.’s Broker of the Year award three years running in 2015, 2016, and 2017. He also believes in the importance of giving back to the community that has supported him for over three decades, and as su...ch has volunteered with the Eastern Kings Health Foundation and the St. Mary’s Parish property board. Jimmy’s main focus, however, is his clients, and he will take the time to meet with each and every one individually in order to determine how he can find the best possible insurance portfolio and/or create an optimal investment program. When it comes to his business, Jimmy believes one size does not fit all, and he truly goes home happy at night knowing that his clients have peace of mind for the future.

Your self-employed, now plan for an emergency. Currently, about 15 per cent of Canada’s work force is self-employed. Their ranks have been steadily growing, rising to about 2.7 million in 2011, from 2.3 million a decade earlier, according to Statistics Canada. A CIBC study conducted in June found that more than half a million Canadians said they had begun their own businesses over the past two years a record number. Let’s say you’re among this growing group finally in the... driver’s seat. Things are going great. You’re busy, the bills are getting paid, and you are juiced up with the energy of a mover and shaker. And then you get sick. Or worse, you are in an accident that renders you disabled. Not only have you lost your ability perhaps permanently to bring in an income, but you probably have a pile of new medical expenses to manage. There are a lot of tax and other advantages to self-employment, but creating a safety net of benefits for you and your family is one big disadvantage compared with the security offered by large employers. One simple question: How do you plan to live if you can’t earn an income? J.W. McCloskey can help your family prepare for the worse case scenario. LINK TO ARTICLE IN CCP https://www.cpp.ca/youre-self-employed-now-plan-for-an-emer #familyprotection #term30 #SecureMyLife #TERM20 #investment #insurance #travelinsurance #familyprotection #lifeinsurance #DisabilityInsurance #criticalillnessinsurance #rrsp #resp #tfsa #selfemployed

In honor of Remembrance Day, our Office will be closed on Wednesday, November 11th. Please join us in remembering.