Best Financial Advisors in Kingston, ON
Handpicked from 42 vetted & reviewed Financial Planning & Wealth Management firms in the Kingston area, explore the top 5 leading options among the selected group of 24 finalists.
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“I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71.”
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Hall & Associates CPA Professional Corporation
Bookkeeping Support, Personal Income Tax Preparation, Businesses Getting Results
“Deanna and her team helped us through the maze of setting up a new business and have been instrumental in making sure that all of the tasks that need to be done each year are done.”
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Kingston Financial
Insurance, Retirement, Business
“Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process.”
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Caldwell Wealth & Estate Advisory
“We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!!”
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Goldhar & Associates
“William, Birgit and everyone else we spoke to and worked with were excellent!”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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True Life Insurance and Estate Solutions
“She is knowledgeable and always has her clients best interests in mind.”
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Herr Wealth Management
“Great communication throughout and she was instrumental in getting my claim processed for me.”
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Financial Horizons Group
“Without one positive thing to day about you !!!!!”
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Kccu Wealth Solutions
“They look out for your needs and take care of all of your financial goals!”
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Monarch Financial
“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
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My Team-Financial
“My self and my husband have been with Jeff Bennett for over 18 years now and he and the staff at the office are amazing!”
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Investment Planning Counsel
Calculators
“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
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Newport Private Wealth
“Independent Thinking Diverse perspectives on our 13-person Investment Committee help us see things differently to uncover opportunity and manage risk. Dynamic Diversification Our expansive universe of traditional and alternative asset classes allows ...”
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Empire Life Investment Company
“Empire Life Dividend Growth Mutual Fund and certain series of all Empire Life mutual funds were closed to new purchases as of October 3, 2022. These funds were subsequently terminated on December 5, 2022. See the”
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Heritage Group Financial Svc
“At Heritage GIC's, we understand that managing an investment portfolio built over a lifetime can be a daunting task. Whether it's tracking maturities, finding the best interest rates or keeping clear records of where everything is, our team of dedica...”
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Sintra Wealth
“They are very kind people to work with!”
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Assante Financial Management - Fenlon Financial Division
“We appreciate that you have worked hard to attain your wealth—and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be comp...”
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Salute Financial Entrepreneurs
“People are beginning to realize that something isn't right with the way their hard-earned money is being managed. The fees come but the growth does not. Answers to their questions are hard to come by. We know we can do better and strive for continuou...”
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Sean May Cfp, Cim, Fcsi - IG Wealth Management
“I have worked in Canada's financial services industry since 1996, assisting clients from Kingston, Ontario and across the country. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relatio...”
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Secura Financial Group
“Helping clients be clear about their values, needs and wants is the mainstay of our work. With this understanding we are able to craft solutions that add value to the lives of our clients. We do this with a keen interest in using the most tax efficie...”
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Bespoke Capital Partners
“Q Wealth is a partnership that is owned by its partners, including Bespoke Capital Partners. As a client of Q Wealth, you may receive services from both Q Wealth and Bespoke Capital Partners. Note that individuals from Bespoke Capital Partners will o...”
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Professional Investments
Education Planning, Income Planning, Retirement Planning
“Our team here at Professional Investments assist you the client with many services such as retirement planning, income planning, education planning and preparing for your estate.”
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Cactus
“Recently started consulting and working with Aaron for helping solidify and work toward our short and long term financial goals, and have appreciated his welcoming, professional, and supportive approach from the outset.”
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Winter Financial - IG Wealth Management
“Even though my investment window is somewhat shorter than most, I know that I am now on the right track and I no longer worry about whether or not I can retire.”
Retirement Planning and Investment Management Services in Kingston, ON Cost Estimates
Why these companies made our list
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