3 Best Financial Services in Kingston, ON

"Leah Robertson is the Associate Financial Advisor at Avesta Wealth. She works alongside clients, helping to navigate the complexities of financial planning with ease and confidence. A graduate of Business Administration from Laurentian University, and with a wealth of experience in financial services, Leah has quickly become a trusted advisor in the community. She is a licensed representative and has spent the past 4 years forming long-lasting relationships with clients and bringing a fresh perspective to financial planning. Leah Robertson is actively pursuing her Certified Financial Planner designation so she can provide clients with a more holistic financial offering. Avesta Wealth offers personalized, independent, and client-centric financial planning. They provide access to all the tools needed to construct a personalized long-term plan, a coinciding tax plan, and risk management plan, as well as a tax-smart investment plan free of all conflicts of interest.

"Heidi Blondin Financial Inc. provides financial services that focus on creating and protecting family wealth. Heidi Blondin is a certified financial planner and the founder of the firm. She is passionate about helping families eliminate debt, protect their loved ones, and live the retirement of their dreams. She enjoys providing families with personalized service in a comfortable and honest environment. Having worked in the financial services sector since 2007, Heidi founded her firm in 2013 to bring something she felt was missing from the financial planning sector. The team at Heidi Blondin Financial Inc. develops strategies to help accelerate your financial success. They also offer one-on-one coaching and informative workshops to help you learn, grow, and succeed. You can contact them to get a quote.

"Alex Druskis's main priority is to create value and peace of mind for his clients. He became a Primerica Financial Representative to help his neighbours and community achieve their financial and life goals through personalized investment strategies. Whether you are interested in financial services, investment management, term life insurance, or a mortgage loan, he can help you find the right financial solutions to meet your needs. The team understands that everyone's financial journey is unique. They take the time to listen to your specific needs and goals, offering friendly and personalized advice. With them, you can feel confident you're getting the support you need to make smart financial decisions and build a secure future. He prides himself on providing excellent customer service to each person who walks through his office doors.