"Kingston Financial Centre is a locally-owned, financial advisory firm focused on retirement income, estate and tax planning and financial planning. As a branch office of FundEX Investments Inc., Kingston Financial Centres professionals provide financial guidance to individuals and businesses in the Greater Kingston area as well as other locales in Canada. It is our mission to help you achieve your financial goals by using a caring and professional approach uniquely tailored to your needs. Our advisers work with you to create a financial road map to help achieve your personal goals and enhance your quality of life. By working with you to explain the various options and implications, you can make sound financial decisions. Financial road maps are dynamic. As your personal situation evolves, Kingston Financial Centre monitors and regularly reviews your portfolio to identify areas for improvement, potential opportunities and challenges as they develop."
Services/Products
Annuities, Assistance With Pension Plan Transfers, Collaborative Work With Your Accounting And Legal Advisors, Competitive Interest GIC's, Employee Benefit Plans, Estate Preparation, High Interest Chequing And Savings Accounts Through MGA, Insurance Solutions For Individuals - Corporations And Shareholders, Life - Disability - Long Term Care And Critical Illness Insurance, Mutual Funds, Objective Guidance, Personally Tailored Retirement Income Planning, Private Client Investment Referrals, RESP - RRSP - RRIF, Referrals To Specialty Investment Counsel, Savings Accounts, Segregated Funds, Sound Investment Advice, TFSA - Self Directed RSP/RIF, Travel Insurance
Categories
Financial PlannersFinancial Planners in ONFinancial Planners in Kingston