Kingston, ON

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Kingston, ON
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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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Kingston Financial

Kingston Financial

(3)
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.”
Coupons & Offers
Kingston Financial Inc, 623 Fortune Crescent #300, Kingston, ON K7P 0L5
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Kccu Wealth Solutions

Kccu Wealth Solutions

(1)
“They look out for your needs and take care of all of your financial goals!”
795 Gardiners Rd, Kingston, ON K7M
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Hall & Associates CPA Professional Corporation

Hall & Associates CPA Professional Corporation

(4)
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.”
Remote Consultations Available
Clock Tower Plaza, 819 Norwest Rd, Kingston, ON K7P 2N4
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Michael McKale BA, Pfp, CFP Parasol Financial , Investa

Michael McKale BA, Pfp, CFP Parasol Financial , Investa

(4)
“Finally ,with Limestone Wealth management my money is working for me.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
820 Development Dr, Kingston, ON K7M 5V7
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Parasol Financial Solutions

Parasol Financial Solutions

(4)
“I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71.”
Free Initial Consultation
Transparent Fees & Pricing
820 Development Dr, Kingston, ON K7M 5V7
Featured

We are happy to support the Royal Canadian Legion each year as we remember our Veterans. Stop by our office to pick up a poppy and view our commemorative wreath. It will also be on display at the Captain Matthew J. Dawe Legion 631 on Remembrance Day. Thank you for your service. 💜☂...

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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.1 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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Caldwell Wealth & Estate Advisory

Caldwell Wealth & Estate Advisory

(5)
“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!!”
Transparent Fees & Pricing
650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4
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Goldhar & Associates

Goldhar & Associates

(2)
“William, Birgit and everyone else we spoke to and worked with were excellent!”
Free Initial Consultation
221 Queen St Suite #203, Kingston, ON K7K 1B4
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Accuracy Plus Accounting & Tax Services

Accuracy Plus Accounting & Tax Services

(4)
Small Business Services, Insurance & Estate Planning, Legal Wills
“Great people to work with, taxes done accurately and delivered in a timely fashion.”
Family Business
775 Strand Blvd #6, Kingston, ON K7P 3Y9
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Herr Wealth Management

Herr Wealth Management

(1)
“Great communication throughout and she was instrumental in getting my claim processed for me.”
In Business Since 2016
Parking lot, 912 Princess St, Kingston, ON K7L 1H1
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True Life Insurance and Estate Solutions

True Life Insurance and Estate Solutions

(1)
“She is knowledgeable and always has her clients best interests in mind.”
218 King St E, Kingston, ON K7L 3A7
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Monarch Financial

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....”
670 Fortune Crescent #1, Kingston, ON K7P 2T3
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My Team-Financial

My Team-Financial

(1)
“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!”
In Business Since 2016
128 Ontario St, Kingston, ON K7L 2Y4
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Heritage Group Financial Svc

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...”
Transparent Fees & Pricing
300, 1473 John Counter Blvd Suite 300, Kingston, ON K7M 8Z6
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Assante Financial Management - Fenlon Financial Division

Assante Financial Management - Fenlon Financial Division

Français, English, Protecting Your Assets
“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...”
In Business Since 1998
264 King St E, Kingston, ON K7L 3A9
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Empire Life Investment Company

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”
Transparent Fees & Pricing
259 King Street East Investment Floor, Kingston, ON K7L 3A8
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Bespoke Capital Partners

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...”
In Business Since 2023
4 Cataraqui St #25w, Kingston, ON K7K 1Z7
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Secura Financial Group

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...”
In Business Since 2003
1375 Gardiners Rd, Kingston, ON K7P 0L8
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Arie Korteweg

Arie Korteweg

“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....”
In Business Since 2022
1473 John Counter Blvd #301, Kingston, ON K7M 8Z6
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Salute Financial Entrepreneurs

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...”
104-4 Cataraqui St, Kingston, ON K7K 1Z7
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IPC Investment Corporation - Richard Kizell

IPC Investment Corporation - Richard Kizell

“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...”
In Business Since 2013
204 Princess St, Kingston, ON K7L 1B2
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Professional Investments

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.”
1180 Clyde Ct, Kingston, ON K7P
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Cactus

Cactus

(5)
“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.”
In Business Since 2023
Serving Kingston Area
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Winter Financial - IG Wealth Management

Winter Financial - IG Wealth Management

(6)
“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.”
In Business Since 1997
Serving Kingston Area
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The Mortgage Professionals

The Mortgage Professionals

(4)
“Richard Caron provided us with very knowledgeable, prompt and friendly service when we were buying our first home.”
Serving Kingston Area
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Retirement Planning and Investment Management Services in Kingston, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 332 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 332 cost profiles.

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