Senior Care Path

Best Financial Planning in Kingston, ON

Kingston has 10 financial planners on Senior Care Path, averaging 5.0 stars across 83 Google reviews. Ranked by our SCP Confidence Score, our 100-point trust rating, the strongest right now are Avesta Wealth - Leah Robertson, Caldwell Wealth & Estate Advisory Ltd. and Jason Lam - TD Financial Planner.

Financial planners help families understand the cost of care and how to pay for it, drawing on pensions, savings, home equity, insurance, and government benefits to build a sustainable plan.

Below you will find every provider ranked by Confidence Score, real reviews, what these services cost and how to fund them, what to look for, and local guidance, so you can compare with clarity and reach out when you are ready. Updated September 2026.

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Kingston Financial Planners | 83 Reviews

10 financial planners

Avesta Wealth - Leah Robertson

Kingston, ON

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Avesta Wealth - Leah Robertson 4
70/ 100

Good confidence

5.0(20 reviews)

“Leah is an absolute pleasure to work with. She combines an impressive depth of knowledge with exceptional attention to detail, ensuring that every question is...”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Leah Robertson works with clients to navigate financial planning with confidence, bringing four years of experience in forming long-lasting client relationships. She offers comprehensive... Read more

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Caldwell Wealth & Estate Advisory Ltd.

Kingston, ON

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Caldwell Wealth & Estate Advisory Ltd. 4
62/ 100

Developing confidence

5.0(10 reviews)

“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...”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Helps clients build confidence and clarity around their financial future through retirement planning, estate planning, and financial advisory services. The... Read more

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Jason Lam - TD Financial Planner

Kingston, ON

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Jason Lam - TD Financial Planner
62/ 100

Developing confidence

5.0(2 reviews)

“Jason Lam is my financial advisor ! He is very good, friendly and helpful! Thank you Jason!”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)Multilingual (2 languages)Multilingual (2 languages)

Provides: Financial Planning

Works with clients to create personalized financial plans covering retirement planning, tax planning, estate and will planning, and investment management. His experience spans... Read more

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Cara Stapley - IG Wealth Management

Kingston, ON

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Cara Stapley - IG Wealth Management 4
54/ 100

Developing confidence

5.0(12 reviews)

“I’ve been working with Cara and her team for many years, and they are outstanding! Cara listens carefully, explains everything in clear, easy-to-understand...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

IG Wealth Management provides comprehensive financial planning that covers retirement income strategies, tax planning, estate planning advice, and regular reviews of your financial plan as... Read more

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Pomeroy Financial Solutions Inc.

Kingston, ON

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Pomeroy Financial Solutions Inc. 3
54/ 100

Developing confidence

5.0(10 reviews)

“Matt Pomeroy provided much needed financial planning expertise and guidance for my individual retirement needs and goals. He dedicated a lot of his time and...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

The practice offers life insurance to protect loved ones, health insurance for coverage beyond provincial plans, and savings and investment strategies aligned with major life milestones... Read more

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Parasol Financial Solutions Inc.

Kingston, ON

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Parasol Financial Solutions Inc. 4
54/ 100

Developing confidence

5.0(5 reviews)

“I returned to Kingston after years of working in the GTA to retire. I required a financial advisor to turn my investments into a retirement income as I was...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

The firm offers retirement planning, estate planning, financial advising, investment tax planning, portfolio analysis, and insurance analysis, all designed to help clients meet their unique... Read more

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Kingston Financial Inc.

Kingston, ON

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Kingston Financial Inc. 4
54/ 100

Developing confidence

5.0(3 reviews)

“Steve is a trustworthy advisor who has been managing my finances for over 4 years. Highly recommend to anyone!”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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... Read more

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Sintra Wealth

Kingston, ON

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54/ 100

Developing confidence

5.0(3 reviews)

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

They provide a full range of services including investments, insurance, estate planning, retirement and savings planning, income tax filing, and disability solutions. Their advisors work... Read more

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Susan Creasy Financial Inc.

Kingston, ON

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Susan Creasy Financial Inc. 4
54/ 100

Developing confidence

5.0(1 reviews)

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

works with clients to create personalized financial plans centred on retirement goals, estate planning, and protecting against financial risk through life and disability insurance. The firm... Read more

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Heidi Blondin Financial Inc.

Kingston, ON

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Heidi Blondin Financial Inc. 4
54/ 100

Developing confidence

4.9(17 reviews)

“Heidi Blondin Financial has exceeded my expectations. Heidi is thorough and accommodating. I feel secure in knowing she has both my current and future...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Helps families align their money with life goals through retirement planning, estate planning, and insurance solutions. They offer registered retirement savings... Read more

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Local financial planners from public business listings, scored on public Google signals. Senior Care Path hasn't independently vetted every one, so always confirm credentials, registration, and fit before booking.

Our methodology

How we rank the Kingston financial planners above

We order every provider by our SCP Confidence Score, a 100-point rating built from the signals families tell us matter most:

  • A strong Google rating and a real volume of verified reviews
  • Complete, verified contact and location details
  • Published credentials, accreditations, and areas of focus
  • Independent verification and listing completeness

83

Google reviews

Star ratings and written reviews come straight from Google, so the feedback is from real clients across these 10 financial planners, never written by us.

100-point

SCP Confidence Score

Our own trust rating, recomputed as listings are verified and updated, decides the order above. It answers one question: can you trust this provider?

How Kingston financial planners are rated

Google star ratings across 10 financial planners.

  • 4.5 and up10
  • 4.0 to 4.40
  • 3.5 to 3.90
  • Under 3.50

Confidence Score range

How the 10 Kingston financial planners fall across our trust tiers.

  • High0 communities
  • Good1 community
  • Developing9 communities
  • Limited0 communities

Table of contents

  1. 01How much do financial planners cost in Kingston?
  2. 02What families are saying
  3. 03Who these providers help most
  4. 04How to choose financial planners in Kingston
  5. 05Frequently asked questions

How much do financial planners cost in Kingston?

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.

A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What families are saying about financial planners in Kingston

A 5.0 star average across 83 Google reviews of 10 financial planners. Here is a sample, straight from clients and families.

“Leah is an absolute pleasure to work with. She combines an impressive depth of knowledge with exceptional attention to detail, ensuring that every question is answered thoroughly and every aspect of the client experience is handled with...”
Tyler Shettell on Avesta Wealth - Leah Robertson
“Heidi Blondin Financial has exceeded my expectations. Heidi is thorough and accommodating. I feel secure in knowing she has both my current and future financial interests in mind with every decision we make together.”
Donna Hobson on Heidi Blondin Financial Inc.
“I’ve been working with Cara and her team for many years, and they are outstanding! Cara listens carefully, explains everything in clear, easy-to-understand language, and guides me in making financial decisions that truly fit my life. I...”
Alyson on Cara Stapley - IG Wealth Management
“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...”
Paul & Kris Outwater on Caldwell Wealth & Estate Advisory Ltd.
“Matt Pomeroy provided much needed financial planning expertise and guidance for my individual retirement needs and goals. He dedicated a lot of his time and focus during our initial meeting and welcomed every question. He made me feel like...”
Jennifer on Pomeroy Financial Solutions Inc.
“I returned to Kingston after years of working in the GTA to retire. I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71. I found Parasol Financial Solutions and met with Shawna...”
Nancy Van Camp on Parasol Financial Solutions Inc.

Who these providers help most across Kingston financial planners

Drawn from the details each provider publishes, a quick read on what is common locally and what sets a provider apart.

Share of the 10 financial planners that publish this detail.

  • Retirees planning retirement income20%
  • Adults seeking unbiased financial guidance10%
  • Anyone seeking fee-for-service financial planning10%
  • Business owners and their financial futures10%
  • Business owners with complex financial situations10%
  • Clients managing milestone goals including retirement planning10%
  • Clients planning for retirement10%
  • Clients seeking tax planning and income filing services10%

How to choose financial planners in Kingston

Kingston families comparing financial planners have 10 options to weigh. Start with your needs and budget, then shortlist by reviews, credentials, and fit, and reach out directly to confirm availability. Here is what to look for:

  • A planner experienced with retirement income and funding care, ideally a CFP
  • Clarity on how they are paid (fee-only, commission, or both)
  • A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Kingston?
Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Kingston also depend on the provider and your needs.
How many financial planners are listed in Kingston?
Senior Care Path lists 10 financial planners serving Kingston, Ontario, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How are the financial planners ranked?
By our Confidence Score, a 100-point rating built from real signals like reviews, verified details, and completeness. The strongest, most complete listings rise to the top.
How do I choose financial planners in Kingston?
Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

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