A financial professional for Kingston.

Kingston sits at the meeting point of the military, the university, and the lake: CFB families, Queen's grads building careers, and retirees who chose the waterfront life. Each stage needs different planning. I serve Kingston families virtually, with honest guidance for wherever you are in the journey.

Serving Kingston, Belleville, Brockville, and eastern Ontario by phone and video.

Kingston plans in chapters: service, school, and the lake

Kingston is the Limestone City, built where Lake Ontario meets the St. Lawrence River, and its life runs in chapters that repeat across generations: the military chapter at CFB Kingston, the university chapter at Queen's, the working chapters in healthcare, education, and the public service, and the retirement chapter on the waterfront that half the city seems to be planning toward. Kingston Health Sciences Centre makes it the hospital hub for southeastern Ontario, so families from a wide region know this city's streets from appointments and hospital stays as much as from visits. It is a thoughtful city, and it asks thoughtful questions.

Each chapter carries its own planning. Military families need portability above all: coverage and accounts that survive postings without breaking. University and hospital professionals often hold two strong benefits packages that duplicate in some places and leave the same gaps in others, usually on the disability and estate side. Retirees ask about drawing income in the right order and keeping the cottage or the house in the family sensibly. And families whose lives run through the hospital system, as patients and parents, should hear about the Disability Tax Credit and the RDSP early, from someone, and too often hear about them from no one.

That someone is the reason this practice exists. I serve Kingston by phone and video from Carleton Place, about two hours up the highway, close enough to know the city and far enough to be honest that there is no Kingston office. Free first conversations, plain English, and plans that respect which chapter you are in.

What I help Kingston families with

• Life insurance: term, universal, and whole life, matched to your actual life. See the honest comparison.
• RDSP and disability finance: the Disability Tax Credit, the RDSP, and up to $90,000 in government grants and bonds most families never hear about. Start at the Disability Finance hub.
• Investing: TFSA, RRSP, FHSA, RESP, and non-registered accounts built around real life.
• Living benefits: critical illness and disability coverage for the self-employed and single-income households. How critical illness works.
• Business owners: corporate strategies, key person coverage, and buy-sell funding. The business playbook.

Why work with a broker in Kingston?

A broker works for you, not for one insurance company. That means choice across insurers, advice shaped around your life instead of a product shelf, and someone in your corner at claim time, when it matters most. Read the full broker vs agent breakdown.

How it works

Step one: book a free conversation below. Thirty minutes, zero pressure. Step two: we talk through your situation in plain English until you actually understand your options. Step three: you decide, with facts instead of salesmanship.

Kingston questions I hear most

Common questions

Explore the region

Explore Eastern Ontario: the Areas Served hub lists every community we serve. This page is the regional centre for Eastern Ontario, and the nearest full local guide is Ottawa.

Nearby communities: Financial planning in Brockville and Financial planning in Gananoque.

Check what you may qualify for

Before we ever talk, you can check two things yourself, free, right here on this site. The Disability Tax Credit checker asks 7 quick questions and walks through eligibility the way the CRA looks at it. The RDSP checker asks 4 quick questions about readiness, grants, bonds, and next steps. Prefer a one page guide instead? The RDSP Starter Checklist lays out every step to open an RDSP and claim the government money.