More About Us

Jay Newton was born and raised in the city of Niagara Falls, Ontario. After completing a Bachelor of Arts from McMaster University in 1996, Jay has worked as an English teacher in South Korea and as an Account Executive for a Project Management Company in Burlington. 

Since becoming a Licensed Life Insurance Agent and Investment Funds Advisor in 2007, Jay has joined his father Rich at Newton Financial. Rich has over 40 years experience in the business and acts as a great mentor to his son. In 2009 Jay completed his Certified Health Insurance Specialist (CHS) course to specialize in Critical Illness Insurance, Disability Insurance and Group Insurance. In 2012, Jay enhanced his educational portfolio by completing the Elderly Planning Counselor (EPC) designation. The designation helps Jay properly advise the pre-retired and currently retired individuals with sound financial planning for their situations.

Recently, Jay has completed his Chartered Life Underwriters 2 year course (CLU) which is Canada’s premier wealth transfer and estate planning designation. The CLU designation provides the education needed to differentiate one’s practice in complex wealth and estate-transfer markets placing CLU designation-holders in the unique position of helping Canadians build and preserve wealth. Together they plan to help protect and properly invest for the people of the Niagara Region and Southern Ontario.

 

Please Note Our New Address:

6837 THOROLD STONE RD, NIAGARA FALLS, ON
L2J 1B2