Private wealth and tax-advantaged savings
Grow your wealth.Keep more of it.
Licensed Kingsway advisors help families and business owners build private wealth, use tax-advantaged accounts the way they were designed to be used, and protect what matters most. Clear explanations, honest trade-offs, and a plan you actually understand.
Pick a time that suits you. No cost for the first conversation, no obligation to proceed.
Advice that starts with your situation, not a product.
Partnered with
- Everest
Free calculator
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Why people come to us
Most financial gaps aren’t caused by bad products. They’re caused by no plan.
Contribution room sitting unused. A corporation holding cash with no strategy behind it. Coverage bought years ago and never revisited. Individually, none of these feel urgent. Together, they quietly cost families a great deal.
Our work starts with understanding what you’re actually trying to protect and what you’re working toward. Only then do we look at which accounts, investments and insurance fit. If the honest answer is that you don’t need anything new right now, we’ll tell you that.
Independent
Contracted with multiple providers, not one product shelf.
Educational
You should be able to explain your plan to someone else.
Ongoing
Reviews as life changes, not a one-time transaction.
What we do
Three areas, one connected plan
Most of our clients need some combination of all three. We look at them together, because a decision in one area almost always affects the others.
Tax-Advantaged Savings
Business Owners
Wealth Protection
How we work
A simple, unhurried process
Three conversations is usually all it takes to go from unclear to a plan you understand.
Discovery conversation
We learn about your family or business, what you already have in place, and what you want the money to do. No paperwork, no pressure, and about 30 to 45 minutes.
Options, side by side
We come back with a small number of clear options, what each costs, what each does well, and where each falls short. You choose the direction.
Implementation and review
We handle the applications and paperwork, then check in as things change: a new child, a new home, a raise, a sale, a shift in the business.
Why Kingsway
Regulated advice, given plainly
- Licensed advisors operating under the regulatory and continuing-education requirements of every jurisdiction where we do business.
- Independent contracts with multiple investment providers and insurers, so the recommendation follows your needs.
- Written summaries after every meeting, so you and your family have a record of what was decided and why.
- Plain-language explanations of exclusions, fees, and limitations before anything is signed, not after.
- A team structure, so you always have someone to call rather than depending on a single individual.
Build a career with us
We don’t just serve clients. We train advisors.
A meaningful part of what Kingsway does is developing new advisors. If you’re looking for work where your income reflects your effort, where you learn something genuinely useful, and where helping people is the actual job, this may be worth a conversation.
Licensing support
Guidance through the LLQP process and provincial requirements.
Structured training
A curriculum covering product, process, and ethics.
Mentorship
Joint fieldwork with experienced advisors from day one.
A defined path
Clear expectations for how advisors progress.
What to expect
How it feels to work with us
You should leave every conversation clearer than you came in. These are the standards we hold ourselves to.
We explain the trade-offs
Every option has a cost and a compromise. You will hear both sides before you decide anything, including the reasons not to proceed.
We look at the whole picture
Your corporation, your household income, and your registered accounts get reviewed together, because a change in one almost always moves the others.
We follow up when we say we will
No pressure and no chasing. You get a clear next step, a timeline, and a review as your life changes.
Start here
Book a consultation
Tell us a little about your situation and we’ll set up a time. Evenings and weekends are usually available, virtually or in person.
Reach us directly
- Hours
- Monday to Friday, 9:00am to 6:00pm ET
Not sure where to start?
Send us one question. We’ll answer it plainly, and tell you honestly whether it’s worth a longer conversation.