Duane Wisniewski, CFP®, PFP

Investment Advisor & Financial Planner

613-549-1079 | Email me

I have been providing Kingston and area residents with Financial Planning advice for over 10 years.  I have worked in the financial industry for nearly 20 years. I work with a team at RBC Dominion Securities who specialize in working with medical and business professionals and providing them with trusted and straight forward advice.  If you have questions around taxation, retirement planning strategies, insurance, investments  or incorporation I would be happy to develop a plan that will fit your needs and help you achieve your objectives.  I pride myself on being flexible, organized and capable of presenting you with different options to achieve your objectives.
 
Please contact me if I can be of assistance.

Joy Sleeth, CFP®, FMA

Investment Advisor & Financial Planner

613-549-7969 | Email me
613-305-3289

As an Investment Advisor and Certified Financial Planner with RBC Dominion Securities, I provide my clients with true Wealth Management. I have been working with clients in the financial industry for over 20 years and draw upon an extensive amount of experience.

Whether you are an incorporated health care professional, a small business owner, an employee or a retiree, together we will build a comprehensive plan that is tailored to fit you and your family. Every situation is unique, financial solutions are created based on your stage in life and your risk tolerance.

Working with a team of specialists, we will make sure you and your family maximize your wealth potential through tax management, estate preservation, insurance analysis and investment risk management. I take the time to really get to know who you are, what is important to not only you but also your family. I would appreciate any opportunity to discuss how I may be able to help you and your family.

Please contact me to set up time to meet, I am looking forward to meeting you!

Lisa Snyder

Associate

613-549-0161 | Email me

Our partners

Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant, RBC Wealth Management


Tracey Goldie, CLU, CFP®

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Chris Leslie, CPA, CA

Financial Planning Specialist, RBC Wealth Management