"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."more...See more text
Products and Services
Sound Investment Advice,
Savings Accounts,
Segregated Funds,
Annuities,
Competitive Interest GIC's,
Private Client Investment Referrals,
Life - Disability - Long Term Care and Critical Illness Insurance,
Objective Guidance,
RESP - RRSP - RRIF,
Employee Benefit Plans,
TFSA - Self Directed RSP/RIF,
Insurance Solutions for Individuals - Corporations and Shareholders,
Assistance with Pension Plan Transfers,
Referrals to Specialty Investment Counsel,
Estate Preparation,
Collaborative Work with Your Accounting and Legal Advisors,
High Interest Chequing and Savings Accounts Through MGA,