Kingston Financial Centre is a locally-owned, financial advisory firm focused on retirement income, estate and tax planning and financial planning.  As a branch office of FundEX Investments Inc., Kingston Financial Centre’s professionals provide financial guidance to individuals and businesses in the Greater Kingston area as well as other locales in Canada.

Our advisors work with you to create a financial roadmap to help achieve your personal goals and enhance your quality of life. By working with you to explain the various options and implications, you can make sound financial decisions.

Financial road maps are dynamic. As your personal situation evolves, Kingston Financial Centre monitors and regularly reviews your portfolio to identify areas for improvement, potential opportunities and challenges as they develop.

Kingston Financial Centre is able to present investors with a variety of products and services to optimize risk adjusted returns.

We continually survey the markets looking for alternative products and services that are suitable for our clients.  Kingston Financial Centre has access to products from more than 15 insurance companies, a wide range of mutual fund companies, and over 25 banks and trust companies.