About Us

Kingston Financial Centre strives to promote a cohesive, professional environment which brings out the best in our highly-skilled staff and motivated team. This approach helps to attract highly competent professional talent and a very strong administrative support team.

Our financial planners have either completed, or are working on, professional designations in the financial services industry. Our professional team includes Certified Financial Planners, a Chartered Life Underwriter, a Chartered Financial Consultant and a Chartered Accountant. We believe trust goes hand in hand with qualification. It goes without saying that our planners are committed to maintaining a high level of professional integrity.

Isn't it time to have our team help you achieve your goals?

Owners

Jim Vowles B.A., CFP, CLU, Ch.F.C., President. Jim co-founded Kingston Financial Centre in 1988 with his late partner and friend David Porco. Prior to starting Kingston Financial Centre, Jim spent 16 years in the life insurance industry. Jim has completed many professional development courses in life insurance, estate and retirement planning, investment planning and portfolio theory. Jim is a graduate of Queen's University with a B.A. in Economics. He is a past president of the Kingston Life Underwriters Association and also of the Kingston and District CLU Chapter.

Jim is also a founding shareholder and Director at FundEX Investments Inc. Since its inception, FundEX Investments' unique concept and platform has flourished. As a result, FundEX Investments has grown into one of the leading independent financial services companies in Canada.

Currently, FundEX supports over 420 Planning Professionals and administers close to $4 Billion in assets with offices in every province across Canada. In 2004 Jim successfully negotiated FundEX's merger with Industrial Alliance, a leading national insurance company. jvowles@kingstonfinancial.com

 

Jason (Jake) Hare, CFP, Vice President Business Development. Jason joined Kingston Financial Centre in 2004 from a national life insurance company. Jason specializes in personal estate management and business planning. With a degree in optometry, Jason uses his personal business experience in helping small business owners and entrepreneurs simplify and identify the financial requirements of their businesses. Jason completed the Investment Funds Institute of Canada Investment Funds course and holds a Level II life insurance license to better serve his client's financial needs. jhare@kingstonfinancial.com

Gordon Marshall, CFP, Vice President Financial Planning. Gord joined Kingston Financial Centre in 2004, and obtained his Certified Financial Planner's designation shortly after. Gord has been in the financial services industry since 1997. Before coming to Kingston Financial Centre, he was a financial planner/director with a national life insurance company. Gord specializes in financial, retirement, and estate planning through the use of mutual funds, segregated funds and life insurance products. Gord is a graduate of St. Lawrence College with a diploma in Business Administration - Finance. gmarshall@kingstonfinancial.com

Investment Funds Advisors

Tom Dorrance, C.A. joined Kingston Financial Centre in 2000. Before coming to KFC, he was a partner in a local chartered accounting firm that helped businesses grow and prosper. Tom's specialties include financial planning, retirement and estate concerns and personal tax issues. A graduate of Queen's University, Tom is the Vice President and Branch Manager at Kingston Financial Centre. tdorrance@kingstonfinancial.com

Bill Bosworth is a graduate of both Queen's University and the University of Toronto with an Honours B.A. and M.A. respectively. Bill provides personalized investment, retirement and estate planning advice to his clients. bbosworth@kingstonfinancial.com

Rick Maraczi joined Kingston Financial Centre in 1997 after spending six years with a major Canadian Bank. Rick completed the Institute of Canadian Bankers Investment Funds of Canada course as well as the Institute's Introduction to Business course at Queen's University. Rick provides personalized investment guidance, retirement and estate advice, - specializing in life insurance products and mutual funds, including venture capital (labour sponsored funds). rmaraczi@kingstonfinancial.com

Sharon Fellows joined Kingston Financial Centre in 1999.  Her entire career has been dedicated to the insurance and investment industry.  She holds her mutual funds and labour sponsored funds licenses and is currently studying to obtain her FLMI designation.  Sharon works closely with clients in supporting and managing their financial relationships with KFC.  She is also responsible for Executive support and coordination.  sfellows@kingstonfinancial.com

Kathryn Wright BA, CFP joined Kingston Financial Centre in 2005. She is a financial services professional holding the Certified Financial Planner (CFP) designation and has over twenty-five years extensive and varied experience in bank, brokerage and mutual fund company environments.

Kathryn has worked in senior and responsible positions in the financial industry in Toronto and New York. She has returned to Kingston where she was raised and educated. Kathryn is a graduate of Queen’s University. Kathryn assists individuals to understand, plan and reach their financial and personal goals with a particular emphasis on investment, insurance and estate planning. kwright@kingstonfinancial.com

Tom Dall. Tom joined Kingston Financial Centre in 2007 from a national life insurance company. tdall@kingstonfinancial.com

Barry Kelly. Barry joined Kingston Financial Centre in 2008 after spending twenty years with a major Canadian manufacturing and distribution company. During that time Barry held several different management positions which allowed him to develop the ability to establish effective business relationships - a skill he has carried into his new role at Kingston Financial. Barry has completed the Investment funds Institute of Canada course and also holds a LLQP life insurance license that allows him to serve all of his clients needs.  bkelly@kingstonfinancial.com

Administration

Virginia Bridge, Administrative Officer, joined Kingston Financial Centre in 1991, with twenty years of financial services experience in credit and investment administration. She has successfully completed the Investment Funds Institute of Canada Investment Funds Course. Ginny is responsible for the management of our GIC portfolio and providing computer and technical support to our financial planners. Ginny also assists with the corporate financial affairs. vbridge@kingstonfinancial.com

Diane Dueck joined Kingston Financial Centre in 2004. Diane has over twenty years experience in the financial services industry, both in investments and insurance. Diane returned to Kingston Financial Centre to head up our trading unit and to provide ongoing support for representatives. ddueck@kingstonfinancial.com

Heidi Blondin joined Kingston Financial Centre in 2007. She is a graduate of Queen's University with a BA in Economics. She has spent the past 15 years of her career in financial administration and management. Currently she provides marketing and sales support to our Finanical Advisor team. hblondin@kingstonfinancial.com

Tammy Rabbie joined Kingston Financial Centre in 2009. Tammy is the firms receptionist and assists the other members of the administration team.  trabbie@kingstonfinancial.com

Career Opportunities

If you are interested in a career as a financial representative at Kingston Financial Centre, contact Jim Vowles at 613-887-2739 or e-mail jvowles@kingstonfinancial.com.