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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.”

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Tax advantage of an RDSP. Follow me for other investment and planning advice, education and tips. Your, or others contributions to your RDSP are with after tax money. Unlike an RRSP there is no deduction. Growth within the account is all tax deferred. At time of withdrawal you only pay taxes on the growth and grant money within the policy. Unlike and RESP, you can't withdrawal just contribution room. All withdrawals will contain a portion of taxable income from growth and grants. At age 60, the taxes are split equally amoung your annual withdrawals so your taxes never change. The greatest advantage is all your RDSP withdrawals will not affect your OAS and GIS payments. So you don't have to worry about losing income from an RDSP withdrawals.

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Winter Financial - IG Wealth Management

(5)

“I have been dealing with and through Chris over many years and find him to be one of the most professional and trustworthy financial advisors I have met, including my years working with brokerages.”

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Parasol Financial Solutions

(4)

“Shawna is honest, professional and knowledgeable!”

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Hall & Associates CPA Professional Corporation

(4)

Virtual CFO, Businesses Getting Results, Personal Income Tax Preparation

“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)

Health Insurance, Business, Other Services

“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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Goldhar & Associates

(2)

“William, Birgit and everyone else we spoke to and worked with were excellent!”

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The Mortgage Professionals

(4)

“Rick Caron was recommended to my wife Valerie and I by our real estate here in Gananoque.”

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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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True Life Insurance and Estate Solutions

(1)

“She is knowledgeable and always has her clients best interests in mind.”

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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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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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Financial Solutions Napanee

(1)

“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”

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W.A. Robinson Asset Management

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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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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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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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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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Sintra Wealth

(1)

“They are very kind people to work with!”

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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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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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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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Average Cost	$3590
Minimum cost	$1197
Maximum cost	$10171
Avg Per Hour Rates	$359

Best Financial Advisors in South Frontenac, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the South Frontenac area.

Cactus

Winter Financial - IG Wealth Management

Parasol Financial Solutions

Hall & Associates CPA Professional Corporation

Kingston Financial

Caldwell Wealth & Estate Advisory

Goldhar & Associates

The Mortgage Professionals

Herr Wealth Management

True Life Insurance and Estate Solutions

Kccu Wealth Solutions

Financial Horizons Group

Monarch Financial

Financial Solutions Napanee

W.A. Robinson Asset Management

My Team-Financial

Empire Life Investment Company

Heritage Group Financial Svc

Newport Private Wealth

Investment Planning Counsel

Sintra Wealth

Secura Financial Group

Sean May Cfp, Cim, Fcsi - IG Wealth Management

Bespoke Capital Partners

Retirement Planning and Investment Management Services in South Frontenac, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near South Frontenac

Popular in South Frontenac