• Helping you achieve your financial goals

  • Helping you achieve your financial goals

  • Helping you achieve your financial goals

  • Helping you achieve your financial goals

Strategies for families

Customized solutions built specifically for you. An effective Financial Plan will do more than simply help you accumulate savings — it will also protect your income and your savings to ensure that you reach your financial goals. Tax strategies put into place now can have significant benefits later in life.

Business owners

Effective strategies to help increase your personal cash flow, keep key employees and protect your business. Corporate tax strategies preventing “double” or even “triple” taxation. Business owners have unique requirements that only an experienced financial planner can accommodate.


Personalized financial strategies to help you get the most out of your retirement savings. You worked hard to get where you are — optimized withdrawals from tax shelters is critical. What is the most tax-efficient method to access your retirement savings? A customized retirement plan will bring you clarity.

Financial Planning in Kingston, Ontario

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 the occur. I am not using the “cookie-cutter” approach of putting people into one of a small selection of prefabricated plans developed by someone that has never even met you. It is an ongoing process and takes time to develop to maturity. Let me show you how a customized financial plan can make a significant difference to you and your family.

Learn how I can help you

Financial Advice

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions When clients and…

Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications A common and problematic…

Canadians concerned about aging parents becoming financial burdens

Survey respondents worried about postponing retirement, being…

Discuss final expenses before it’s too late

If clients plan for final expenses, it’ll make things easier…

How to handle rental properties in estates

Executors must balance responsibilities to tenants and beneficiaries Rental…

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

– Abraham Lincoln

Araham Lincoln
Privacy Statement and Terms of Use

The information on this website is intended for residents of Ontario only. The use of email is not a secure medium and confidential financial information should be transmitted by more secure means. Click here to view legal, copyright and trademark information. Freedom 55 Financial and design are trademarks of London Life Insurance Company. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission. Mortgage referrals and insurance products, including segregated fund policies, are offered through Freedom 55 Financial, and Steve Syrett offers mutual funds through Quadrus Investment Services Ltd.

Please tell me a bit about yourself

Preferred time for contact

I prefer to be contacted by phoneI prefer to be contacted by email

How can I help you?

Please choose one or more options:

Life InsuranceProtecting my incomeProtection in case of a serious illnessRetirement SavingsEducation savings for my children/grandchildrenPurchasing a homeDeveloping a Financial PlanInvestment StrategiesTax and Estate PlanningIndividual health and dental insuranceGroup benefits for your organizationGroup retirement savings for your organization

Do you currently use any of the following products or services?

London LifeQuadrusMackenzie InvestmentsGreat West LifeCanada LifeManulifeManulife BankSun Life FinancialForestersEmpire Life