CPWM

Caldwell Wealth & Estate Advisory Ltd, located in Kingston, Ontario, is dedicated to guiding clients through their financial journeys, transforming concerns into confidence and confusion into clarity. Their advisory team specializes in comprehensive financial planning, estate planning, and investment strategies tailored for business owners, professionals, and families. With a commitment to understanding each client's unique goals, Caldwell Wealth & Estate Advisory aims to unlock the potential within their clients' financial assets while providing personalized support throughout various life changes. Their services are designed to empower clients to take charge of their financial futures with confidence and clarity. Generated from the website

Worldsource Securities Inc is a financial services firm based in Kingston, ON, specializing in investment and wealth management solutions for individual and institutional clients. With a focus on personalized financial planning and tailored investment strategies, Worldsource Securities Inc aims to help clients achieve their long-term financial goals through a range of products and services. Generated from their business information

Matrx Financial Group is a boutique investment management firm based in Kingston, Ontario, founded by father-son duo Randy and Darryl Cleary. With a client base spanning across Canada, they prioritize aligning their interests with those of their clients by investing their own money in the same funds they manage. The firm offers a range of investment options, including their own funds designed for performance-based compensation, and emphasizes a proactive, straightforward approach to financial consulting. Matrx Financial Group is also committed to community impact, supporting various philanthropic initiatives, particularly in Tanzania, where they have been involved in healthcare and educational projects since 2008. Generated from the website