Frequently Asked Questions

At Primenet Financial, we provide a range of financial planning services tailored to meet your unique needs. Our offerings include:​ • Investment Management: Crafting personalized investment strategies to help grow your wealth.​ • Retirement Planning: Assisting you in preparing for a comfortable and secure retirement.​ • Cash Flow Management: Helping you understand and optimize your income and expenses.​ • Estate Planning: Ensuring your assets are distributed according to your wishes and minimizing potential taxes. Our process is designed to give you a better investment experience, greater peace of mind, and save you the time you’d normally spend researching, managing, and worrying about your money.

Unlike traditional banks or insurance companies that may promote in-house products, we are fully independent. This independence allows us to offer unbiased advice and select the best financial products from various providers to suit your individual goals. Our focus is on personalized service and building long-term relationships with our clients.​

At PrimeNet Financial our dealer is Portfolio Strategies Corporation. Portfolio Strategies Corporation is a current member of the MFDA (Mutual Fund Dealers of Canada) Investor Protection Program. This ensures that client assets in the event of insolvency up to $1,000,000 per account. Portfolio Strategies is one of the largest Independent Mutual Fund and Exempt Market Dealers in Canada with over $4 billion in assets under administration. *Investments are not guaranteed against market volatility.

Being a fee-based financial planner means our compensation comes primarily from fees paid by our clients, rather than commissions from product sales.Our fees are based on a percentage of the assets we manage for you (Assets Under Management or AUM).As the amount of your investments with us increases, the percentage fee decreases, aligning our interests with yours to grow your wealth.

All client assets are securely held with Portfolio Strategies Corporation, a reputable and established Canadian firm that has been around for over 30 years. This arrangement ensures that your investments are managed with the highest standards of security and professionalism. As a member of the Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF) your best interests as an investor are held to the highest standard with regards to security, ethics, and financial reporting.

Getting started is simple. You can request a free consultation through our website by clicking on the "Free Consultation Request" button. Alternatively, feel free to call us at 905-327-8644 or email us at info@primenetfinancial.com.(mailto:info@primenetfinancial.com) We're here to help you achieve your financial goals.​

During our first meeting, we'll discuss your financial goals, current financial situation, and any specific concerns you might have. This conversation helps us understand how we can best assist you. There's no obligation, and it's an opportunity for you to determine if we're the right fit for your financial goals.

We provide regular statements and have an online portal where you can view your account details at any time. Additionally, we're always available to answer any questions or provide updates as needed.

Yes, while we're based in St.Catharines and proudly serve the Niagara region, we also work with clients from other areas. We can accommodate remote consultations via phone or video conferencing to suit your convenience.

Kevin is a Certified Financial Planner, which is the highest standard of financial planning advice in Canada. Please look at the ‘about’ page for more information on Kevin’s journey and educational affiliations.

We believe in maintaining regular communication to ensure your financial plan remains aligned with your goals. Typically, we conduct formal reviews annually, but we're always available for additional meetings if there are significant changes in your life or financial situation. We are always available for our clients, and you should expect to hear back within the same day of reaching out.

We work with young professionals all the way up to retirees. Whether you are looking to build a long-term investment portfolio or looking for a more efficient retirement plan/income we can help. Our combination of customized advice and individualized attention to our clients is unique in the industry and helps create greater peace of mind for clients.