"Kingston Financial Centre is a locally-owned, financial advisory firm focused on retirement income, estate and tax planning and financial planning. As a branch office of FundEX Investments Inc., Kingston Financial Centres professionals provide financial guidance to individuals and businesses in the Greater Kingston area as well as other locales in Canada. It is our mission to help you achieve your financial goals by using a caring and professional approach uniquely tailored to your needs. Our advisers work with you to create a financial road map to help achieve your personal goals and enhance your quality of life. By working with you to explain the various options and implications, you can make sound financial decisions. Financial road maps are dynamic. As your personal situation evolves, Kingston Financial Centre monitors and regularly reviews your portfolio to identify areas for improvement, potential opportunities and challenges as they develop."
My Team-Financial provides financial advice, investment and insurance solutions focused on guarantees, and risk management for two distinct groups : business owners and retiring or retired individuals. We believe in the phrase 'jack of all trades, master of none' and feel that people are always better served when they have access to a cooperative team of dedicated specialists.