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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 over a decade, 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.