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Financial Services

Clarica Financial Services
Juanita McNairn, Advisor
PO Box 282
South Mountain, ON
K0E 1W0
Ph:  (613) 989-1283 
Cell:  (613) 850-9156 
Fax: 285-0583

E-mail: 
juanita.mcnairn@clarica.com
Web:  www.clarica.com/juanita.mcnairn     

  • Mon. – Fri. 9:00am to 9:00pm
  • As an advisor with Clarica,  I also have access to Clarica Financial Planners for my clients (Free of Charge), Clarica will compile a complete financial plan for business, farms , estates, etc.

Bruce R. Kerr Insurance and Investments
Jo Anna Helmer, CFP Financial Planner
456 Main St.,
Winchester, ON
K0C 2K0
Ph:  (613) 774-2456  
Fax (613) 774-0371

E-mail:
admin@brucekerrinsinv.com
Web:
www.brucekerrinsinv.com

  • Mon. –Fri. 8:30am to 5:00pm, evenings and Saturdays by Appt.

  • For all your insurance and investment needs including financial planning services.

  • Life, disability, critical illness, health and group insurance.

JMP Business Services Ltd.
Jose Pool, President
449 Main St., E
PO Box 728
Winchester, ON
K0C 2K0
Ph:  (613) 774-2178 
Fax (613) 774-1055

  • Mon. – Fri. 9:00am to 12:00pm, 1:00pm to 4:30pm

  • Income tax preparation, computerized bookkeeping, financial statements and payroll.

RBL Financial Services
Ronald B. Lewis, Owner
2025 Crowder Rd,
RR #2
Mountain, ON
Ph:  (613) 774-3724
Fax (613) 774-0956 

E-mail: 
ronlewis@magma.ca

  • 8:00am to 5:00pm, Evenings and Weekends by appointments

  • Specializing in farm, small business and personal income tax returns, RRSP, annuities and investments.