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Aligning Your Interests with Ours: Your Success is Our Priority

Our Philosophy

Randy and Darryl Cleary are a father-son team based in Kingston, Ontario. We're a boutique investment management firm serving clients across Canada. We prioritize transparency, accountability, and client-centricity in everything we do. Our approach to investing is rooted in skepticism, simplicity, and a commitment to aligning our interests with yours.

Our Investments

We offer two mutual funds - The Gilpin Fund and The Cactus Fund - designed to offer flexibility, diversification, and exceptional returns. We personally select investments to ensure maximum potential for current opportunities.

Our Consulting Services

Our consulting services go beyond conventional financial planning. We delve deeper into your personal and corporate finances to identify areas for optimization and growth. We address critical questions related to:

Corporate

  • Tax optimization strategies
  • Cash flow management
  • Business valuation and exit strategy
  • Employee benefits review

Personal & Family

  • Comprehensive retirement planning
  • Debt management strategies
  • Education planning
  • Healthcare analysis
  • Digital document storage

Our Commitment to Service

We believe exceptional client service is fundamental to our success. We prioritize:

  • Responsive communication and prompt responses
  • Personalized communication and attention
  • Transparency and clear explanations
  • Consistent accessibility and availability

Our Global Impact

Salute Financial is connected with Bridging Post, an online platform that fosters global conversations and resource sharing. Our team actively contributes to this platform, collaborating with renowned organizations like Lonely Planet, Make Safe International, and Low Carbon City.

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