At the Clayton Dickson Investment Group, we advise affluent individuals and families in Kingston, Brockville and the surrounding areas.
When you become our client, we will become fully invested in you and your family as we effectively guide you to achieve your financial vision. We will work to build an authentic, long-lasting relationship with you and your loved ones and earn your trust by providing flexible, holistic, inter-generational wealth strategies and sincere advice.
We formulate customized investment strategies and then regularly review and update them, while keeping risk at acceptable levels. We take great pride in building and maintaining balanced portfolios of equities and fixed income for individuals, families, and some charities and corporations. Also, we also offer tax-conscious wealth planning advice regarding your holding company, family business or professional corporation.
You can also expect a full range of wealth planning expertise and services from BMO Private Wealth specialists to address multiple financial considerations. We will integrate all recommendations into your overall Wealth Plan to bring you peace of mind in knowing you are on a cohesive path to achieving long-term financial success.
Building strong relationships takes courtesy, trust and professionalism.Achieving financial success takes patience, planning and, most importantly, time. We will keep your interests as our top priority, promptly return phone calls, quickly follow up on investment and administrative issues, and add a personal touch to everything we do.