Financial Planning in Kingston, Ontario

Kingston Financial Inc. – Press Release

For immediate distribution

May 2023

These last few years have been pretty interesting, to say the least. Things are largely returning to the way they were “pre-Covid”, but not everything. There have been some significant changes in our lives, including how we work and interact with one another, especially with workplace dynamics and how businesses operate.

As we continue to adapt to the evolving landscape, we have some information for you regarding our company. Effective February 2023, Canada Life has decided to no longer provide administrative services in Kingston, Ontario and has stopped using the Freedom 55 Financial brand name for advisors affiliated with Canada Life.

As advisors, we continue to operate from the Kingston office, and have considered a number of options for how best to serve our clients’ needs moving forward. After much thought and discussion, a partnership was formed with three local Freedom 55 Financial advisors: Steve Syrett, CFP, CEA, Lynn Germain-Neocleous, PFP, and Nicholas Coulter, BBA. The three of us have worked together in Kingston for several years. We are now operating under the brand of Kingston Financial Inc. ( Kingston Financial Inc. is a full-service financial services brokerage, affiliated with Canada Life and a number of other financial companies, including Manulife Financial, Sun Life Financial, Empire Life, and iA Financial.

Kingston Financial Inc. continues to operate from the same location that Freedom 55 Financial occupied, at 623 Fortune Cres., Kingston, Ontario. We simply have a new landlord.

Nothing has changed from your perspective

It’s essential to emphasize that while our company brand name may have changed, our affiliation with Canada Life remains unchanged. We continue to be a proud member of the Canada Life group of companies, benefiting from their extensive expertise, resources, and strong financial backing. This helps ensure that we can continue to deliver the exceptional level of service and support you have come to expect from us.

We would like to assure you that this rebranding initiative does not impact any existing agreements, policies, or services you have with any of us. Your relationship with each of us, as your advisors, remains unchanged, and all policies, contracts, account details, and other arrangements remain unaffected. The team of dedicated professionals at Kingston Financial Inc. will continue to serve your financial needs with the same commitment, expertise, and personalized attention that we always have.

How to contact us

During this period of increased “work from home” arrangements, which may be permanent for some, we understand the importance of staying connected and providing seamless support to our clients. To enhance our service offerings, we have implemented innovative tools and technologies that allow us to connect with you easily and securely. Whether it’s through email, phone, virtual meetings, or in person, we are fully equipped to ensure that you receive the same level of personalized attention and professional guidance you have come to expect from us, in the format that is most comfortable for you.

At Kingston Financial Inc., we remain dedicated to helping you achieve your financial goals, providing comprehensive solutions tailored to your unique needs, and delivering the highest standards of customer service. Our ultimate goal is to help you have a better retirement.

Please update your records with our new contact information. Note that while our office address has NOT changed, our office phone number and email addresses have changed:

Company Name: Kingston Financial Inc.
Address (by appointment only, please): 623 Fortune Cres., Kingston, ON K7P 0L5
Office Reception: Suite 100, ground floor (in collaboration with Fractal Workspace)
Office Phone: 613-777-5386

Partner: Steve Syrett, CFP, CEA

Partner: Lynn Germain-Neocleous, PFP

Partner: Nicholas Coulter, BBA

We invite you to reach out to us individually, whether you would like to catch up, review your policies, or discuss any financial matters at all. Simply contact us by clicking on our name above, or by phone at 613-777-5386, and let us know what’s on your mind. We would be delighted to schedule a consultation at your convenience and provide you with the support you need.

Thank you for taking the time to read this important announcement. We are grateful for your continued trust and support, and remain committed to helping you navigate your financial journey successfully.