Business Details

Jim Beale Financial Services Inc is a locally owned & operated financial services organization with offices in Wawota & Regina that provides superior service relating to Life & Health Insurance, Investments, and Retirement & Estate Planning. While specializing in business insurance, farm succession planning, and corporate consulting, we work with families, farm corporations, and businesses to understand their goals, protect their wealth, minimize their taxes, and pass their estates on in the most efficient fashion. Being in business for himself and working with business owners and their accountants has given Jim insight into understanding individual situations. For more information on how Jim can help you, go to our website www.sunlife.ca/jim.beale.


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