Jack Wallace

Jack Wallace

One of the founders and the President of JSJ Insurance & Financial Group Inc., Jack brings his over 49 years industry experience to the firm. Throughout his career, Jack has strived to maintain his knowledge and expertise through different educational programs such as the Chartered Life Underwriter program, which has a six-year course in life and disability insurance, group insurance, taxation and estate planning. He earned the designation of Chartered Life Underwriter (CLU) in 1976, and went on to obtain his Certified Financial Planner (CFP) designation in 1986 after a further 6 years of study. In order to maintain these designations, Jack completes continuing education courses and seminars on an ongoing basis.

Jack is also involved in the area of Lifestyle and Legacy Planning. His experience, both in his profession and his life, have enabled him to help his clients begin maneuvering the complex areas of retirement, will planning and estate transference execution.

Having been in the industry for four decades, Jack’s clientele is diverse, including advising many professionals, corporate executives and corporations in the areas of personal and business insurance, investments, corporate employee benefits, and pension planning. It is the belief that only through continuing high quality service and expert advice can his clients make the informed decisions as to their financial future. As President, Jack has ensured that JSJ is a very client and service driven firm in order to offer the quality of service his clients deserve.

In his personal life, Jack strongly believes in the concept of returning to his community and his profession what he gets from it. He has been involved in the rowing community and Canadian Henley Rowing Corporation; is currently the past chairman of the St. Catharines Downtown Association and has sat on many mayoral committees interested in revitalizing downtown St. Catharines. He’s brought great efforts in fundraising for charitable organizations such as the Terry Fox Foundation, and donates to many others. The industry has rewarded Jack for his service to both his community as well as his industry by awarding him the prestigious Dr. Connally Citizenship Award (1995) and St. Catharines Volunteer Recognition Award (1997).

Jack isn’t all work and no play however. His three grandchildren keep him busy and he enjoys every minute with them. He keeps fit with running and walking and has developed a penchant for chasing a golf ball around all the fabulous courses of Niagara and beyond. Jack lives in Puerto Vallarta Mexico during the winter months to escape the northern weather extremes.