Richard H. Kizell, CLU, RFP, CFP®, BA
Senior Financial Advisor
Areas of Specialization: Personal Financial Planning Corporate Planning Business Insurance Pension Consulting, Implementation Asset Management RRIF, Annuity, RESP and RRSP Financial Consulting Severan...
Read more Larry Walsh, B. Comm., CFP®, CLU
Financial Advisor
Areas of Focus: Personal Financial Planning Retirement Planning Tax & Estate Planning Wealth management Insurance Needs Analysis Larry is a long time resident of Kingston and surrounding area. After g...
Read more Judy Timpson
Areas of Specialization: RRSP’s & RRIF’s RESP’s Financial Planning Retirement Planning Estate Planning Investment Planning Life, Disability and Critical Illness Insurance Segregated Fu...
Read more Adam Jenkins
Financial Advisor
Areas of Specialization: Personal Financial Planning Retirement Planning RRSP’s, TFSA’s & RESP’s Mutual Funds Life, Disability & Health Insurance Segregated Funds Adam is a long-time resident of Kings...
Read more John Spencer
Associate Advisor
Areas of Focus: Personal Financial Planning Retirement Planning Tax Planning Wealth management Insurance Needs Analysis RRSP’s, RRIF’s, TFSA’s and RESP’s Life, Disability and Health Insurance John is ...
Read more Patricia Valente
Licensed Assistant
Patricia Valente joined our team over 19 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Patricia has successfully completed the “...
Read more Brandi Wales
Client Service Executive
Brandi joined our office in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides administrative and client service support. She is a graduate of St. Lawrence...
Read more Robyn Woodman
Financial Services Coordinator
Robyn joined our team in December of 2014. She assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Robyn has successfully completed the "Canadian Inv...
Read more Bianca Goncalves
Administrative Assistant
Joining our team in May of 2017, Bianca shows great attention to detail when it comes to her job of assisting the financial planners with administrative and client services. Her efficient and effectiv...
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