Duncan Presant CFP®, B.Sc.Hon, CEA

Senior Financial Advisor, Co-Branch Manager

Does your investment advisor meet all of your wealth management needs?

Learn how complete wealth management can help achieve your financial goals »

Will there ever be a time....

... through any market or economic condition when having your financial house completely in order will not matter?

No matter how confused recent economic events have been, imagine how much better you would have been if your entire financial affairs had been put in order before it happened?

Our experienced team is available to answer your questions and offer expert advice on a full range of financial services. 

How much better would you feel, knowing that you have structure, back up and systems in place to get you safely through confusing times and events?

Is there a fit for you?

Clients are located from Kingston and surrounding areas to Ottawa and Toronto. They are usually already well established in their own fields/business.  Most choose support to help them  better organize their financial affairs, simplify their lives, and make sure things get done..  

Why become a client? 

Most need to use their time and energy wisely to get financial priorites in order, get answers, and make the process less frustrating and time consuming. This leaves them lots of  time on what's really important to them.

What can you expect as a client

You can expect to see strategies that build and maintain predictable, sustainable, and tax efficient income sources.

Bring in your resources

You can expect to involve the help of  your existing accounting and legal advisors  to help build a solid plan. Your investment services will be carefully selected from Canada's largest banks, investment companies, and insurers to make sure that the highest quality of services are in place.

Results you can expect

By gathering answers, you will remove the worry and take away the confusion that comes along with decision making around investments and estate planning. That support frees up time for you to spend on the important things in your lives; a simple and effective service. 


If you are looking for a way to simplify and improve the quality of your life,  and put your financial house in order, contact me for a confidential discussion.