JADA Financial

What JADA Financial does

JADA Financial Corporation is a privately held, boutique financial advisory firm founded in 2006 by Joanne Lam and headquartered at 600-625 Cochrane Drive, Markham, Ontario, Canada. The firm provides fee-for-service financial planning to clients primarily in Ontario, Canada, operating under a sales-led, direct advisor-to-client model with no disclosed institutional channels, intermediaries, or marketplace distribution.

The firm's core commercial offerings are two publicly priced financial planning products: a Standard Financial Plan at $3,900 covering budgeting, investment, risk, tax, retirement, and estate planning plus 6 months of retainer services; and a Premium Financial Plan at $8,301 designed for clients with multiple rental properties or corporations, adding corporate-to-personal asset transfer planning, Capital Dividend Account optimization, and multi-scenario cash flow analysis. Supporting offerings include a Canadian-focused e-learning course covering CPP, OAS, RRSP, RRIF, and pension topics, and a virtual meeting service for remote consultations. The technology stack is conventional content and scheduling infrastructure — the firm has no proprietary platforms, APIs, AI/ML capabilities, patents, or downloadable mobile applications beyond a website account portal.

JADA's business model rests on minimum asset thresholds — $500,000 for Joanne Lam's standard planning services and $100,000 for Alvin Chow's advisory track — and is wholly founder-controlled with no outside funding, parent company, subsidiaries, or acquisition activity. The team consists of four individuals including the founder, one financial advisor, a branch manager, and a marketing manager. Compliance is via PIPEDA, and advisor credentials (CFP, CLU, CHS, FMA, CFA candidacy) are central to the value proposition. There is no evidence of recurring AUM-based revenue, enterprise contracts, geographic expansion beyond Ontario, or growth-stage hiring in the available data.

Name

JADA Financial

Legal name

JADA Financial Corporation

Website

https://jadafinancialcorp.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

JADA Financial Corporation is a boutique Markham, Ontario-based financial advisory firm offering fee-for-service retirement, tax, and estate planning primarily to high-net-worth individuals and small corporate clients across Ontario, Canada, with minimum asset thresholds of $100,000 to $500,000.

Ownership category

akta.pro rank

Product category

Personal Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Financial planning services
• Retirement planning
• Estate planning
• Wealth management advisory
• Tax planning services

Headquarters

HQ city

Markham

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fee-for-Service Financial Planning: JADA Financial generates revenue through one-time fees for comprehensive financial planning services. The Standard Financial Plan is priced at $3,900 and includes retirement and estate planning, investment assessment, tax strategies, risk management, and 6 months of retainer services valued at $3,000. The Premium Financial Plan at $8,301 targets clients with multiple rental properties or corporations and includes all standard plan features plus corporate-to-personal asset transfer planning, Capital Dividend Account optimization, and detailed cash flow analysis across multiple scenarios.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

JADA Financial Corporation delivers fee-for-service comprehensive financial planning to individuals in Ontario, Canada. Its core offerings are two fixed-fee plans: the Standard Financial Plan ($3,900) covering retirement, estate, investment, tax, risk management planning with 6 months of retainer services, and the Premium Financial Plan ($8,301) for clients with multiple rental properties or corporations, adding corporate tax planning, Capital Dividend Account optimization, and multi-scenario cash flow analysis.

Product overview

JADA Financial is a financial advisory firm offering two primary financial planning products: the Standard Financial Plan ($3,900) and the Premium Financial Plan ($8,301). The Standard plan provides comprehensive retirement and estate planning with budgeting, investment, risk management, tax, and estate components. The Premium plan extends these services for clients with multiple rental properties or corporations, adding corporate tax planning and multi-property analysis. Supporting offerings include an e-Learning course on Canadian retirement and pension plans, and a virtual meeting service for client consultations. The company primarily serves high-net-worth clients with minimum asset requirements of $500,000 for some services and $100,000 for others.

Differentiator

Problem solved

Functional benefit

Products and services

• Standard Financial Plan

Quantifiable outcome

• OAS clawback avoidance through proper retirement income planning
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Partners and Affiliates (Logos Displayed)unclearOthersThe About Us page includes a 'Partners & Affiliates' section with displayed logos, but no specific partner names or details are provided in the website content. The logos appear to represent financial institutions, insurance companies, or investment platforms but cannot be identified from the available source material.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Wealthsimple: Canada's largest digital wealth management platform offering low-cost automated investing, retirement planning and tax-advantaged accounts. Comparable in targeting Canadian HNW and mass-affluent savers with retirement-focused advice, though delivered via a digital-first model rather than human advisors.
• Steadyhand: Canadian independent investment manager and advisor offering low-fee portfolios with personalized financial planning services. Comparable as a fee-conscious, advisor-led Canadian wealth advisory focused on long-term retirement planning, though more investment-product-centric than JADA's planning-centric model.

Direct peers

• HollisWealth: Canadian independent advisory platform (now part of Scotia Global Wealth) supporting fee-based financial advisors across Canada. Comparable in offering comprehensive financial planning services to HNW clients through an advisor-led, non-captive model — a direct competitor for JADA's client profile.
• PWL Capital: Canadian independent fee-only wealth management and financial planning firm based in Montreal. Directly comparable as a fee-only advisor targeting HNW Canadians with retirement, tax and estate planning — the same service mix and business model as JADA, but at meaningfully greater scale.
• Money Coaches Canada: Canadian fee-only financial planning firm serving HNW and middle-income clients across Canada with comprehensive retirement, tax and estate planning. Highly comparable as a fee-for-service Canadian planning boutique — same model, similar customer profile, though operating at somewhat larger national scale.

Broad incumbents

• IG Wealth Management: One of Canada's largest personal wealth management companies, serving millions of Canadians with financial planning, investment and insurance advice. Comparable as a Canadian HNW retirement-and-tax-planning provider, but at vastly greater scale with a mutual-fund-distributed model.
• Questwealth (Questrade): Wealth advisory arm of Questrade, one of Canada's largest independent online brokerages, offering fee-based managed portfolios and financial planning. Comparable as a Canadian HNW-focused wealth advisory, though bundled with a brokerage platform rather than as a pure planning practice.
• Edward Jones Canada: Branch-based Canadian financial advisory franchise offering personalized retirement, investment and tax planning to individuals and small businesses. Comparable in serving HNW and mass-affluent Canadians with relationship-driven planning, though structured as a global brokerage franchise rather than a boutique.
• MD Financial Management: Canadian wealth management and financial advisory firm (now under Scotiabank ownership) historically serving physicians but increasingly serving HNW professionals. Comparable as a fee-based comprehensive financial planning provider, though at much larger scale and with broader institutional backing.
• Sun Life Financial: One of Canada's largest insurance and wealth management companies offering financial planning, group retirement services and individual investment products. Comparable as a provider of comprehensive retirement and estate planning for Canadians, though within a much broader financial services portfolio.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/JADAFinancialCorp
• LinkedInlinkedin.com/company/jada-financial

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JADA Financial