David Sutherland, CFP CLU - Caldwell Wealth & Estate Advisory
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- David Sutherland, CFP CLU - Caldwell Wealth & Estate Advisory
We provide a holistic approach to Financial Planning. We are focused on the clients, their needs and
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650 Cataraqui Woods Drive Suite 201
Kingston, ON
K7P2Y4
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |
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Our Story
Since 2003, Tom Foley and Ana Sutherland* have been working together to provide sound financial advice and solutions to Canadians. Following Tom’s retirement in 2008, Ana was joined by her son, David Sutherland* in 2009. Since then, the team has become one of the leading financial services providers in the Kingston and surrounding areas. With Ana’s retirement in 2019, David is looking forward to working with you and your family or corporation to achieve lifetime financial security.
Our areas of expertise includes; Life, Health, and Disability Insurance, Investment and retirement planning, Corporate Protection and Succession Planning, Legacy and Charitable Giving. We are available to meet after hours or on Saturdays by appointment only.
We are Sun Life Financial advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.
*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
