Griffin Financial · Your team
Advisors for owners and entrepreneurs.
We work with incorporated owners: what the company holds, what the family holds, and the benefits carrying the team. Two advisors, one file, no handoffs to a call centre.
The people you’ll actually deal with
Jake Brennan
Financial Advisor · Group Benefits
First conversation for owners and entrepreneurs. Group health and retirement plans, corporate-owned coverage, key person and buy-sell structure.
Book a checkup with Jake
Bob Griffin
Principal
Long-standing personal and corporate files, participating life and investment accounts built over decades of Newfoundland business. Reviews with Bob open back up in January.
Reviews open in JanuaryHow we work
01
The company first
What the business owns, what it owes, and what would actually get paid out.
02
Then the team
Group health and retirement, sized to the payroll you actually have.
03
Then the personal file
The gaps that got left behind while the business came first.
Start with half an hour.
No homework. If something needs a proper follow-up, we book it.
Bob is principal. Reviews with Bob open back up in January.