RRSP/TFSA
Pension Transfer
RESP's
Corporate Accounts
What Do We Do?
Tired of cookie cutter advice? As your local Niagara Financial Planner, our clients enjoy personalized service, custom solutions, and the comfort of knowing we're just a phone call away. We are fully independent, which means we are truly unbiased to any pressures or opinions, and use only the best products available to help you hit your financial goals sooner. Fees are based on Assets Under Management (AUM). The more of your investments we manage, the smaller fee you pay. All client assets are securely held with Portfolio Strategies Corporation.
When you walk into your bank or insurance company the solution is always an in-house product. For example, imagine your doctor was sponsored by one drug company. You would never receive the best treatment. The combination of customized advice and independence makes us unique in the industry.
Affiliations
Are you Confident in your investment approach? Book a free no-obligation second opinion to see if you're on the right track.
What Our Clients Are Saying
Dennis F, Niagara Falls
"Kevin was great! He explained everything in an easy way to understand and showed me how I can do more with my money. He set me up with a financial plan for my future. He was awesome!"
Elfie H, St. Catharines
"Kevin was kind, understanding and an excellent listener. He then applied what he correctly heard from me to a detailed plan."
Christian B, Fonthill
"We are very happy with how things are going. Investment seem to be performing well, communication is there and Kevin is doing everything that he said he would do. Highly recommend Kevin to anyone that needs help with financial advise."