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Tara Whalen

Private Banker

Tel: 613-545-0710
Tel: 613-876-7883

Tara Whalen
Jacinda Martin

Address
42 Bath Road
2nd Floor
Kingston, ON
K7L 1H5
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Our Clients

 


We offer a personalized approach to wealth planning for successful, wealthy Canadians.

 


What’s Your Life Stage? 

Pre-or Post-Retiree?  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Established Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.