Billie-Jane Bolton-Rojo's Contact Details

Billie-Jane Bolton-Rojo's Company Details

PCAL Financial Group

Ajax, Ontario, Canada • 1 Employees
Financial Services

After over 15 years working in the financial industry supporting the Wealth Management divisions of Canada's largest banks, CEO & Founder, Billie-Jane Bolton-Rojo, faced life circumstance that forced her to reflect on her legacy. Was it impactful? Will it transcend time? How has she touched lives? And, how can she equip her children to leave their marks as well? In 2016, these questions challenged her to embark on a new journey to support families directly. She started partnering with families to secure a future for their children with Registered Education Savings Plans (RESPs), creating a ‘knowledge legacy'. Since then, she has expanded her mandate to help families protect their greatest assets – themselves. In so doing, families are better equipped to create and protect generational wealth for not just their children, but their grandchildren and beyond.Parents who are business owners have one more precious 'baby' to care for and protect. Just as a family must be protected, Billie-Jane also helps parents protect their business 'babies' against the unexpected curveballs of life expectancy and health interruptions. Expanding on the protection opportunities afforded by individual insurance, PCAL stretches the imagination of business owners on strategies to also enhance their business legacies tax-effectively.Through these passions, PCAL Financial Group was borne in 2021, offering 3 pillars to legacy-building:- Building your legacy through the gift of education with RESPs- Protecting your legacy with insurance vehicles- Enhancing your business legacy with creative insurance strategiesLet PCAL Financial Group partner with you in creating your legacy.