The Best Financial Services in Kingston

Handpicked Top 3 Financial Services in Kingston, ON. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


807 Blackburn Mews, Kingston, ON K7P 2N6

Since 2007

Retirement Saving Solutions, Individual Pension Planning, Group Retirement and Pension Planning, Education Savings Planning, Tax-Free Savings Accounts, Corporate Savings Planning, Registered Disability Savings Planning, Life Insurance, Critical Illness Planning, Disability Insurance Planning, Group Benefit Planning & Long-Term Care Planning

Specializes in Investment Management - Focus on Family Wealth Creation and Protection - They Develop Strategies to Help Accelerate your Financial Success

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

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820 Development Drive, Kingston, ON K7M 5V7

Since 1978

HOLLISWEALTH - Retirement Planning, Long Term Care Insurance Planning, Investment Planning, Mutual Funds, Estate Planning, Education Planning, Insurance, Tax-Free Savings Accounts, Registered Retirement Savings Planning, Annuities & Pensions Planning

Provides Their Clients are Getting the Best Choices for and the Best Performance from their Investment and Wealth Protection Portfolios - They are Here to Help you Achieve your Personal Financial Goals

Mon - Fri 9:00 am - 4:30 pm
Sat & Sun Closed

My husband and I purchased out of country coverage and cancellation insurance for a recent trip. We dealt with Shawna Taylor Greyling of HollisWealth and she was extremely helpful in going through all the information. I would recommend Shawna as the person to deal with for your insurance needs.
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166 Queen Street, Unit 1, Kingston, ON K7K 1B1

Since 2006

Investment Management, Mutual Funds, Private Client Management, Separately Managed Accounts, Registered Education Savings Planning, Registered Retirement Savings Planning, Employment Benefit Planning, Financial Planning, Life Insurance Planning, Critical Illness Insurance Planning, Disability Insurance, Retirement Planning & Estate Planning

Expertise in Wealth Management Organization - They Apply a Tailored Planning Approach that Utilizes Strategies to Minimize Volatility, Risk and Estate Taxes - Serves Three Locations in Pembroke, Brockville & Kingston

Mon - Thu 8:30 am - 4:30 pm
Fri 8:30 am - 3:00 pm
Sat & Sun Closed

TBR® Inspection Report