Our Team

Areas of Specialization: Personal Financial Planning Corporate Planning Business Insurance Pension Consulting, Implementation Asset Management RRIF, Annuity, RESP and RRSP Financial Consulting Severan...

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...

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...

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 “...

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...

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...

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 ...