90%Profile confidence
○ UNCLAIMED
J.D. ADVISORS.
Toronto, ON · NAICS 523930
Phone: +19059289575Format verified (CA)
Website: jdadvisors.ca
Trust signals
- Format verified (CA)
J.D. Advisors offers personalized financial planning and insurance services.
J.D. Advisors is a dedicated family office team based in Toronto, specializing in private client financial services and insurance. With a commitment to enhancing financial well-being, they provide tailored advice and solutions for clients at every stage of life. Led by experienced professionals, including James M. Di Cenzo, the firm prides itself on delivering consistent performance and maintaining independence in its advisory role. Their focus on fiduciary responsibility ensures clients receive the highest caliber of financial guidance.
Business stage
established
Local competition
medium
Services & offerings
financial planning, investment management, insurance consulting
Who they serve
J.D. Advisors primarily serves individuals and families seeking personalized financial guidance.
Ideal customer
- Industry
- Finance
- Company size
- Small to Medium
- Decision-maker role
- Individual Investors
- Geography
- Canada
B2B vs B2C focus
B2B 0%B2C 100%
Demand pattern
steady
Peak months
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Services are in demand year-round.
What sets them apart
- independence from large financial institutions
- personalized client service
- experienced team with diverse backgrounds
Team size
1-10
NAICS
523930
Technology
Google AnalyticsUses Microsoft 365