Wealth Management

Offering the best sources for your insurance needs, we can ensure that you are obtaining ideal coverage that best fits your lifestyle requirements.

We work closely with insurance companies to provide you with excellent customer service and to offer you more competitive plans.

With a wide range of investment products, we can help you get to your investment goals in a way that suits you.

Be it saving for retirement, a vacation, your children's education or an emergency fund, we have a strategy to help you achieve financial success.

We can offer you competitive, comprehensive and extremely flexible plans for your organization to include or exclude features of your choice.

There are many benefits of offering your employees a health plan and/or retirement savings plan.

We specialize in providing personal and corporate financial services based in Kingston, ON and servicing all of Southern Ontario.

We endeavor to assist you in achieving your financial goals through customized

risk and wealth management strategies.

We work closely with the Insurance Company that fits you best,

in order to obtain the right financial solution for your goals and needs.