• Helping you achieve your financial goals

  • Helping you achieve your financial goals

  • Helping you achieve your financial goals

  • Helping you achieve your financial goals

Retirement Planning Stages – which stage are you in?retirement planning stages

Financial Planning Services in Kingston, ON

No two people are the same, and no two financial plans should be the same. Your situation is unique, and your financial plan should reflect this. It should also have the ability to evolve to reflect changes in your life as they occur. I do not use the “cookie-cutter” approach of putting people into one of a small selection of prefabricated plans developed by someone who has never even met you. It is an ongoing process, takes time to develop to maturity, and needs to be updated on a regular basis. As an experienced financial planner in Kingston, Ontario, I would be happy to show you how a customized financial plan can make a significant difference to you and your family.

Learn how I can help you

DIY Investing

DIY investors less satisfied with their firms: J.D. Power

Is "Do-It-Yourself" really your best option? By: Mark Burgess,…

The perils of owning U.S. life insurance

Charmaine Ko, May 29, 2020 These tax-advantaged savings vehicles…
Defined Benefit Pension

Defined Benefit Pension

Defined Benefit Pension changes are coming! Defined Benefit…
Registered Disability Savings Plan (RDSP)

Common RDSP misconceptions

By: Jacqueline Power, assistant vice-president with Mackenzie…
Real Estate - Capital Gain

Selling real estate? The CRA is watching

When you sell property, the transaction must be correctly…
CRA takes aim at the wealthy

CRA takes aim at the wealthy

The agency’s HNW audit program is comprehensive and…

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

– Abraham Lincoln

Araham Lincoln
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