Kingston Financial Inc.
54DevelopingKingston Financial Inc, 623 Fortune Crescent #100, Kingston, ON K7P 0L5, Canada
About
Kingston Financial Inc. is a retirement and financial planning firm in Kingston, Ontario, offering customized financial plans, estate planning, insurance, and tax optimization strategies for individuals and families.
Senior Care Path Summary
Kingston Financial Inc. specializes in retirement planning tailored to each client's unique situation, with services across three key stages: getting started with savings strategies, approaching retirement within five to ten years, and optimizing retirement income through tax-efficient withdrawal planning. The firm also offers estate planning, life insurance, disability and critical illness insurance, and strategies to help families avoid probate, and can help clients establish registered accounts including RRSPs, RRIFs, and TFSAs.
Located in Kingston's Empire Tower building, the firm works by appointment and emphasizes a customized approach rather than "cookie-cutter" solutions. Services include retirement tax optimization plans, high-interest savings accounts, and ongoing plan reviews to keep strategies aligned with clients' evolving life circumstances.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families preparing for retirement
- Retirees optimizing retirement income
- Individuals seeking tax-efficient withdrawal strategies
- Families planning estate and probate avoidance
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
3 Google reviews
Most recent reviews
Jennifer Hodges
4 years ago · via Google
Steve was a pleasure to talk to. He is very professional and knowledgeable about all aspects of Estate Settlement and the complexities involved in the probate process. My husband and I had spoken to Steve twice, over the phone, and he guided us through the many specifics of having to attend to my late father's estate. Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process. He also provided us with a number of helpful links through the email. HIGHLY RECOMMEND!
Darlene Beauchamp
6 years ago · via Google
Steve set up RDSP for my sons and helped me with life insurance. He’s trustworthy, professional and very thorough as well as excellent customer service skills. I would not hesitate to have Steve serve my future financial needs.
Blake Pezzarello
6 years ago · via Google
Steve is a trustworthy advisor who has been managing my finances for over 4 years. Highly recommend to anyone!
Summary of Google Reviews
Summarized by Senior Care Path from Kingston Financial Inc.'s Google rating and recent reviews. Confirm specifics with the provider.
Kingston Financial Inc. holds an excellent 5.0-star rating across 3 Google reviews. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- Responsive, helpful communication
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does Kingston Financial Inc. offer?
Kingston Financial Inc. is a financial planning provider in Kingston, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Kingston Financial Inc. speak?
Staff at Kingston Financial Inc. are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Kingston Financial Inc.?
You can call Kingston Financial Inc. directly at (613) 777-5386, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Kingston. It is free, with no pressure.
Is Kingston Financial Inc. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
Kingston Financial Inc, 623 Fortune Crescent #100, Kingston, ON K7P 0L5, Canada
Also serves
- Kingston, Ontario