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.
Learn how we score.
Top-rated companies A-Z in Kingston
Caldwell Wealth & Estate Advisory
Hall & Associates CPA Professional Corporation
Michael McKale BA, Pfp, CFP Parasol Financial , Investa
“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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Michael McKale BA, Pfp, CFP Parasol Financial , Investa
(4)
“Finally ,with Limestone Wealth management my money is working for me.”
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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.”
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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.”
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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!!”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99 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.
“William, Birgit and everyone else we spoke to and worked with were excellent!”
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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.”
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Herr Wealth Management
(1)
“Great communication throughout and she was instrumental in getting my claim processed for me.”
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Kccu Wealth Solutions
(1)
“They look out for your needs and take care of all of your financial goals!”
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True Life Insurance and Estate Solutions
(1)
“She is knowledgeable and always has her clients best interests in mind.”
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Financial Horizons Group
(1)
“Without one positive thing to day about you !!!!!”
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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
(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!”
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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
(1)
“They are very kind people to work with!”
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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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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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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....”
“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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Retirement Planning and Investment Management Services in Kingston, ON Cost Estimates