Building Legacies,
Empowering Futures
Experience financial liberation with Kingswood Financial. Our expert advice is tailored for your present and future, ensuring that your financial freedom allows you the space to truly live. Take control of your money, pursue your happiness, and prioritize your family – not just your pocketbook. At Kingswood, we believe in following your heart and embracing change without fear. Count on us to stand by you through every step, decision, and success.
Our approach involves thorough analysis, extensive market research, and the support of a team comprised of highly qualified tax and product specialists. We are dedicated to helping you achieve and maintain your financial freedom, providing you with a reliable partner on your journey toward a prosperous future.
Our process
Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.
By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
Meet our team
Dive into the exciting world of financial possibilities with us! Our team of Financial Planners supported by top-notch tax and product specialists, armed with comprehensive analysis and deep market insights, is ready to turn your options into clear, actionable strategies. Let's make your financial journey thrilling and rewarding!
Take action
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.