Our Clients

JMG is dedicated to providing transparent, objective recommendations and ideal solutions that match each client’s unique financial situation. Whether they need help with financial planning, investment management, estate planning or income tax planning, our clients know they can count on our 24/7 personalized service and attention.

We have strong, lasting relationships with clients from coast to coast. Many of them have been with JMG since day one. These partnerships are built on trust, competence, integrity and service.

Who are our clients?

Sale of a Business
Read Robert's Story →
Succession Planning
Read Margaret's story→
Company Benefit Options
Read John's Story →
College Savings Plan
Read Bill's Story →
Challenges of Divorce
Read Janice's Story →
Death of a spouse
Read Marianne's Story →
Retirement Income Forecasting
Read Marcus' Story →
Tax Minimization Strategies
Read Nancy's Story →
Tax Domicile Advice
Read Michael's Story →