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

Testimonials

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.