724 L Arlington Park Place, Kingston, ON K7M 8H9View on Map »

Financial & Wealth Management Services Kingston Ontario

It's your money... And your money leads to your peace of mind. We get that.

We know that through your life you have had to work hard for every dollar you've earned. That's why it is important to you to control and minimize your risks and taxes while maximizing your returns is important. We get that too.

As financial advisors, we know that your financial goals are extremely personal. That's why we help you make the most of your money so that you can achieve your goals and have the future of your dreams.

When you hire us for your financial planning in Kingston, we will take all the time you need completely understand the many options out there for you to help secure and grow your investment portfolio. We've always believed that the more you know about your financial state, the more likely you will be able to achieve your financial goals, and we're here to make sure that happens.

In Kingston, Ontario there aren't many in the wealth management field who educate their clients. But we believe that an educated investor is a smarter investor. By educating our clients, it helps us build stronger relationships with our clients.

This helps ensure our clients trust us. We believe that this is foundation of a strong relationship: Trust. We feel trust is critically important when choosing the right Kingston Ontario financial advisor. We know we must treat our clients with integrity and respect not just the first time, but every time.

We do this by striving to make rock-solid recommendations – ones that meet both their needs and their ability to tolerate the risk they are comfortable with. We'll do the same for you.

It doesn't matter if you are planning for retirement, or looking for wealth management services to help grow your entire financial portfolio. We will work hard to earn your trust.

We always carefully consider your needs, your dreams and your goals so that we can help bring a well-designed financial strategy into existence, so that you can have the peace of mind you deserve when you think about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial or retirement planning questions, if you are looking for wealth management services help, or wish to talk to a financial advisor in Kingston Ontario.

Mike McKale & Cindy Mills

Mike McKale & Cindy Mills

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Recent Articles

Posted on: April 8, 2019
One of the most interesting facets of the financial services industry is how so many people tend to invest their money and plan their financial affairs by chasing trends and doing what is "popular". For example, many investors like a "sure thing" and will often pile into an investment sector that...
Posted on: April 8, 2019
Similar to the situation of individual Canadians, small business owners must deal with a variety of financial challenges in order to grow their businesses. Besides managing issues like cash flow and assets, small businesses must also think about taxes on income. Without a doubt, tax return filing...
Posted on: April 8, 2019
Earl wants to control the distribution of his estate when he dies and feels that a Will is a good idea. He had heard the ads on radio and TV about do-it-yourself Wills and bought a National Legal Will Kit.
  • Dear Mike and Cindy, I would like you to share my personal satisfaction of the service you have provided to me over the last six years. I find you not only look after my financially interests but you have also taken the time and skill to develop a relationship with me that feels personal. The level of knowledge and understanding you bring to our conversations in relation to my financial goals and investments leaves me feeling confident and at peace with the decision I make. Additionally I would add, it is great the support you have given, to help guide my two children investing personally in their financial future although they were only fourteen and sixteen at the time. They both now see value in saving a little each paycheck.

  • Mike and Cindy are dedicated to providing clients with excellent customer service and outstanding service delivery. They are two people who truly care about the well-being of their clients. I am happy to work with them, and highly recommend them to others.

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 23

You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....

By admin Mar 21

During the last market downturn a few years ago, retirees who had all or most of their assets in...