Kingston Financial Inc. - Helping you have a better retirement

Kingston Financial Inc. - Helping you have a better retirement Our team of Financial Planners at Kingston Financial Inc. can help you have a better retirement. Most of us do eventually want to retire.

believes that all of our financial decisions in life, whether we realize it or not, revolve around our eventual retirement. If retirement is on your mind, we can help you have a better retirement. We work together as a team and will often discuss some of our more complicated cases together during our Partners’ Meetings. We all have different areas of expertise, different experiences, and different

perspectives. We feel strongly that three sets of eyes on any given situation will very likely provide a better solution than one set of eyes would produce. We help our clients get to retirement, we help our clients transition into retirement, and we help our clients make the most efficient use of their assets in retirement. While doing this, we prioritize protection: protecting you, protecting your family, and protecting your assets. Do you want to have a good retirement, or do you want to have a great retirement? Life is better with a plan! Our team of Financial Planners includes:
- Steve Syrett, CFP, CEA
- Lynn Germain-Neocleous, PFP
- Nicholas Coulter, BBA

Learn more about the team here: https://www.kingstonfinancial.ca/about/

Ontario has the second-highest rate of probate taxes and fees in Canada. Here are some tips on how to reduce or eliminat...
12/18/2023

Ontario has the second-highest rate of probate taxes and fees in Canada. Here are some tips on how to reduce or eliminate probate tax in Ontario: https://www.kingstonfinancial.ca/avoid-probate/

Province tops Canada with 1.7% probate tax on the value of an estate

Kingston Financial Inc. – Press ReleaseThese last few years have been pretty interesting, to say the least. Things are l...
07/06/2023

Kingston Financial Inc. – Press Release
These last few years have been pretty interesting, to say the least. Things are largely returning to the way they were “pre-Covid”, but not everything. There have been some significant changes in our lives, including how we work and interact with one another, especially with workplace dynamics and how businesses operate.

As we continue to adapt to the evolving landscape, we have some information for you regarding our company. Please follow this link for more information: https://www.kingstonfinancial.ca/kingston-financial-press-release/

06/16/2023
Rest in peace, good Queen.
09/09/2022

Rest in peace, good Queen.

Manulife Bank interest rate promotion -- 3.50% for five months! Interest rates have risen, and so have the interest rate...
08/29/2022

Manulife Bank interest rate promotion -- 3.50% for five months!

Interest rates have risen, and so have the interest rate promotions! For all new accounts opened between August 24, 2022, and October 31, 2022, Manulife Bank is offering an interest rate of 3.50% (daily interest savings) for five months after opening the account. To qualify for this rate, you will need to open a new Manulife account through this secure link:
https://www.kingstonfinancial.ca/manulife-advantage-account/

Goals-based investing considers your personal goals and offers a disciplined investment approach with clear action steps...
08/23/2021

Goals-based investing considers your personal goals and offers a disciplined investment approach with clear action steps to help you reach them. Send me a message to learn more.

With Constellation Managed Portfolios, your advisor can help you align your investments directly with long or short-term goals.

Did you know that the last day to contribute to your RRSP is Dec. 31 of the year you turn 71? I can help you determine ...
08/19/2021

Did you know that the last day to contribute to your RRSP is Dec. 31 of the year you turn 71? I can help you determine a time to withdraw and assist you in planning your ow.ly/pQ5n102T744

Address

623 Fortune Crescent, Suite 300
Kingston, ON
K7P0L5

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 5pm
Wednesday 9am - 4pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+16137775386

Website

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