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: March 9, 2020
One of the world’s richest men, Warren Buffett, acquired his wealth by following a very simple rule during times of market volatility: "Be fearful when others are greedy, and be greedy when others are fearful." With mass media websites trumpeting headlines like "Oil collapse and global stampede...
Posted on: March 9, 2020
Most of us take for granted that we will be able to get out of bed every morning and go to work to earn a living. We base all of our financial plans on this seemingly obvious concept. Our most valuable asset is the ability to earn an income. Unfortunately, it is also one of the most vulnerable and...
Posted on: March 9, 2020
The Baby Boomers are making history as the largest retirement migration ever seen. However, it's their parents who hold the most massive accumulation of wealth which is now being transfered to future generations. Estimated to be well in excess of a trillion dollars, the traditional rules of...
  • Hi Cindy and Mike - I can't thank you enough for all your help.. I can't believe the difference is financial advisors! To see my money grow now is so rewarding, and knowing it is still secure and I can trust you that it is really working for me without me working for it is truly peace of mind. And especially thankful to share that with my kids.. to see even $25 a month grow will set them off on the right path for life. And I love not having to pay any fees! Thanks!

  • 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

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