Kingsmere Financial Service

Kingsmere Financial Group is a financial services firm dedicated to helping our clients achieve their financial goals. We believe in building relationships with our clients, understanding their unique needs and circumstances, and providing unbiased advice to help them make informed decisions about their money.

Our team consists of experienced financial advisors who are passionate about helping people take control of their finances. We take a collaborative approach, working together to research the market for the best products and using the latest technology to identify and track your financial goals.

At Kingsmere, we are committed to providing differentiated service at all levels. We believe in putting people before profit and relationship before return. Our clients are at the heart of everything we do, and we are dedicated to helping them achieve financial success.

Our Services

We offer a range of services designed to help you achieve your financial goals. These services include:

• Insure: We assess your product suitability and implementation strategy to ensure you have the right coverage in place to protect yourself and your loved ones.
• Invest: We consult and invest your assets in high-quality, low-cost products to help you grow your wealth.
• Integrate: We use integrated technology to identify and track your financial goals, making it easy for you to stay on track and make adjustments as needed.

Why We Do What We Do

At Kingsmere, we are driven by a passion to see each individual client identify and reach their specific financial goals. We believe that everyone deserves access to unbiased financial advice, and we are committed to providing value for our clients.

We understand that our clients want to be in control of their money matters, feel secure, trust someone, make a difference, and get value for their money. That's why we take a client-first approach, providing clear and unbiased advice that empowers our clients to make informed decisions about their finances.

How We Do It

Our advice process is designed to help you achieve your financial goals. We take a holistic approach, starting by identifying and prioritizing your financial goals, calculating how much you need to reach each goal, and evaluating your current asset allocation and investment products. From there, we make recommendations based on your individual needs, including investment managers, tax-efficient products and solutions, and life, disability, and critical illness products. We then work with you to implement and manage the recommended products, either by yourself or with our help.

Our Success

At Kingsmere, we are proud of the success we have achieved for our clients. In 2020, we partnered with Industrial Alliance (iA) Financial Group, one of Canada's largest insurance and wealth management companies. Together, we have established an Advisor Network dedicated to helping ensure the financial wellbeing of our clients.

With millions of clients and billions of dollars in assets under management, iA Financial Group is a leader in the Canadian insurance and wealth management industry. Their commitment to excellence and client success aligns with our own, making them an ideal partner for Kingsmere.

Next Steps

If you're ready to take control of your finances and achieve your financial goals, we're here to help. 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.