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Chris Clayton
Barb Hickey

Address
67 Brock Street
Kingston, ON
K7L 1R8
Map

Philosophy

Investment Beliefs

1. Risk is personal


Risk begins with the asset mix which is personalized for each portfolio

2. Education is key

We want you to clearly understand the products and securities that you are invested in.

3. Understand the costs

You should know what fees and transaction costs you are paying, and how they influence your long term results

4. Service Excellence

We are committed to providing our clients with a high level of service, whatever that is promptly returning your phone calls, holding regular account review meetings, or handling any administrative issues that you have.