Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Kingston branch teams.

Brownlee Wealth Management 

Phone Number613-549-3497 | Email me | Visit Website

Iqbal Hussain, CFA, CFP, MBA, FCSI

Portfolio Manager & Wealth Advisor

Phone Number613-449-1938 | Email me | Visit Website

Jennifer A. Lemieux

Branch Director & Senior Investment Advisor

Phone Number613-549-7464 | Email me | Visit Website

Jo-Anne Neilson, PFP

Investment & Wealth Advisor

Phone Number613-549-0155 | Email me | Visit Website

Kyusup Han, PFP

Investment Advisor

Phone Number613-331-3644 | Email me | Visit Website

Mike Patterson, FCSI, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number613-549-0122 | Email me | Visit Website

Natalia Manaeva, CFA

Portfolio Manager

Phone Number613-549-6578 | Email me | Visit Website

Rebecca Puddephatt Wealth Management 

Phone Number613-549-6775 | Email me | Visit Website

Rob Hamilton

Investment Advisor & Financial Planner

Phone Number613-484-8102 | Email me | Visit Website

Spurr & Clarke Wealth Partners 

Phone Number1-800-267-0918 | Email me | Visit Website

Thériault Wealth Management Team 

Phone Number1-800-267-0918 | Visit Website

Wisniewski Wealth Management 

Phone Number613-549-1079 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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