Helping Clients
Achieve Their Financial Goals
01. Insure
We assess your product suitability and implementation strategy.
02. Invest
We consult and invest your assets in high quality, low cost products.
03. Integrate
We identify and track your financial goals through integrated technology.
Why we do what we do
Passion
We have a passion to see each individual client identify and reach their specific financial goals. With this we have a passion to assist clients with wisdom when it comes to financial planning.
Value
We know clients want to be in control of their money matters, feel secure, trust someone, make a difference and get value for money.
What we do
Clarity
We make sure our clients are clear about the services we offer.
Unbiased Advice
We provide our clients with unbiased advice for a specific fee. They can then choose to use our implementation or do it themselves (DIY)
Clear Goals
We help clients to identify their financial goals and guide them in reaching these goals.
How do we do it
Advice First
We advise first and then recommend the best products. We leave it up to our clients to decide how much they need our help.
Best Product
We make sure we have access to the best products in the market with the lowest cost to our clients.
Team
We follow a team approach. The team researches the market for the best products.
Technology
We source the best technology to identify and track your goals.
Proven Success
The Numbers Don't Lie
In 2020 Kingsmere Financial Group partnered with one of Canada's largest Insurance and Wealth Management companies, Industrial Alliance (iA) Financial Group. Together we've established an Advisor Network that is dedicated to helping ensure the financial wellbeing of our clients by offering personalized insurance coverage and investment solutions to help achieve their goals.
iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1982, it is one of Canada's largest public companies and is listed on the Toronto Stock Exchange.
Clients
4 Million
Representatives
25,000
Under Asset Management & Administration
189 Billion Dollars
The Next Step
Let's Talk
Book a 30-minute consultation with our Financial Advisors to assess your requirements. Once our team understands your requirements, we are able to provide you with a strategy on how to achieve your financial goals.