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Derrick Dixon
Patrick Graham
Amy Crawford

Tel: 613-267-8211
Fax: 613-267-8266

67 Brock Street
Kingston, ON
K7L 1R8

Other Locations

30 Gore Street East
Perth, Ontario
K7H 1H5


For almost two decades, we have been providing financial advice to business owners, professionals and retirees living primarily in Perth, Smiths Falls, Westport and the surrounding area. Our experience as business owners, CERTIFIED FINANCIAL PLANNER® (CFP) designation holders and in various management roles at BMO Financial Group, gives us a unique perspective on the challenges that investors have faced over time, and those they face today.