Caldwell Wealth & Estate Advisory Ltd.

About

Caldwell Wealth & Estate Advisory Ltd. is a financial planning firm in Kingston, Ontario, offering retirement planning, estate planning, and comprehensive financial guidance for individuals and business owners.

Who This Provider Is Best For

Photo Gallery

Photos via Google Maps

Most recent reviews

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  Paul & Kris Outwater

  4 months ago · via Google

  My husband and I first went to Jason Stubinsky at Caldwell Wealth over 10 years ago seeking financial advise for retirement and estate planning. What stood out immediately was how comfortable he made us feel. We had both worked with financial advisors in the past, and many of those experiences felt impersonal, with things often left unexplained or confusing. Jason was different from the start. He has a way of explaining complex financial concepts so they feel clear and manageable rather than overwhelming. After every meeting, we leave with a real sense of clarity and peace of mind. Over the years, Jason has helped us build a thoughtful plan not only for our long-term goals and retirement, but also for short-term priorities involving our children and our growing business. His guidance has always been professional, patient, and tailored to our needs. We can honestly say that meeting Jason and trusting him with our financial planning has been life-changing for us. His advise has helped shape where we are today, and where we want to be in the future. We're incredibly grateful for the guidance he has provided over the years. We highly recommend Jason to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

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  Wendy Tobin

  4 months ago · via Google

  We are incredibly pleased to have Jason Stubinsky at Caldwell guiding our investment decisions. His caring demeanour and effective communication skills stand out. Over the years, we have worked with Jason through various important life events, including career changes and retirement. His support during these transitions has been invaluable, always ensuring that we are prepared for each new chapter. Jason has consistently taken the time to understand our needs as a family. He truly listens to us as clients, and from the beginning aided us in defining our future vision, ensuring clarity in our goals, and making them achievable with his guidance. Jason has played a key role in helping us set our family up for success. This included updating our life insurance policies as our circumstances changed and establishing a Registered Disability Savings Plan for our daughter, ensuring her future security. He is responsive and flexible in quickly turning around transactions when circumstances warrant. We consider Jason a trusted source of financial information. We always look forward to our regular meetings, confident that his advice and insights will help us make informed decisions that benefit our family’s future.

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  Tarmastin Woodworks

  5 months ago · via Google

  We have been working with Jason and Dan for 6 years now and they have given us exceptional service. They took the time to learn about our needs and future plans and worked together with us to create an investing and retirement plan that exceeded our expectations! We meet on a regular basis to review and update our investment and retirement plan progress. The plan that they have provided gives us peace of mind and will enable us to fully enjoy our retirement. Knowing that they will continue to work with us gives us a sense of financial security. On top of it all, they are very personal and approachable and take the time to explain everything. They are always willing to answer any questions that we may have. Through our discussions it's evident that their knowledge of finance is far superior than any other group that we have dealt with in the past. Ultimately their knowledge and experience has and will continue to provide us with substantial financial gain and help us to maintain the lifestyle that we have become accustomed to, right through retirement! We cannot recommend them enough!!!

Services

• Financial Planning

Licenses & Registrations

• Chartered Financial Planner (Michael Caldwell)
• CFP, CLU, CH.F.C., CHS, MFA, CEA (Rick Tomalty)
• CFP, CIM, FCSI, RIS, CHS (Dan Lambert)
• CFP, CLU, CHS (Andrew Fowler)

Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.

Associations & Accreditations

Languages Supported

• English

Location

650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4, Canada