Advantage Wealth Planning

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738 Newmarket Ln
Kingston, ON K7K 0C8
+1 (613) 766-0427
http://advantagewealthplanning.ca

Advantage Wealth Planning, led by seasoned CFP Don Maycock, specializes in comprehensive financial planning aimed at guiding clients through retirement. With over 20 years of experience, the firm places a strong emphasis on creating tailored financial strategies, particularly for individuals in the Retirement Risk Zone, those nearing retirement or recently retired.

Offering a Full-Service Financial Plan, the firm includes a six-step process from goal setting to implementation and ongoing monitoring, with no additional costs for plan updates. Investment management services utilize a third-party manager to ensure clients receive a structured approach to building wealth while accommodating their risk tolerance and financial ambitions.

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