Griffin Financial · Newfoundland and Labrador
Book a 30-minute business-owner checkup with Jake Brennan.
Use the calendar below to hold thirty minutes. We will cover the company, the group benefits plan, and the personal file. You do not need to assemble a homework package. If you have a recent statement, have it at hand. This booking is for people who live in Newfoundland and Labrador. We cannot take clients from other provinces or from the United States.
Before you book
01
Who should book
Incorporated owners, entrepreneurs, and existing Griffin Financial clients in Newfoundland and Labrador. New owners and existing clients use the same half hour. If you already have a file with us, say so in the booking notes so Jake can pull it.
02
What to have nearby
Nothing is required. Helpful if you have them: a group benefits booklet or statement, a corporate life policy summary, and the names of shareholders or key people. Do not delay the meeting to collect paperwork.
03
What this is not
A booking is a calendar hold for a conversation. It is not an application, a quote, or an agreement to place coverage. If a product is appropriate, we explain the next step after the checkup.
Book now
Jake Brennan
Financial Advisor
Jake is taking new owner conversations now. Pick a date and time. Confirm the appointment from the email TidyCal sends you. To cancel or move it, use the link in that email or write jake@griffinfinancial.ca.
If the calendar does not load, open Jake’s calendar in a new tab.
January with Bob
Bob Griffin
Principal
Reviews with Bob open again in January. There is no calendar to book with him now. New owners and anything that cannot wait should book with Jake. If you already work with Bob, book the checkup with Jake and note that you are an existing client. We will route the file correctly.
Reviews open in JanuaryThirty minutes, then a clear picture.
New owners book with Jake. Existing clients book the same thirty minutes. The company, group benefits, and the personal file.