Mission Statement
We develop life-long relationships with our clients. We provide personalized service, and are committed to offering solutions to achieve financial prosperity.
Richard Kizell welcomes you to Independent Planning Group Downtown Kingston. Independent Planning Group has earned the trust of over 25,000 Canadian clients who have invested in excess of $2.3 billion dollars. Independent Planning Group Downtown Kingston is here to assist you in developing a prosperous financial plan. Together we create your financial strategy.
Our Downtown Kingston office is operated by Richard Kizell. Mr. Kizell and his highly trained team of financial experts are enthusiastically committed to a long term strategy of building prosperity together.
Communicating with our clients is an essential component of our successful prosperity partnership. We offer monthly financial statements, seminars, appreciation dinners, quarterly newsletters and a friendly voice answering our phone.
We invite you to visit our office, and look forward to building prosperity together!
Our Commitment to You
Our investment philosophy is conservative in nature. We operate within your risk profile to structure an investment portfolio that will achieve your long-term goals. We build prosperity together, your goals, our expertise.
Our relationship begins with the development of a comprehensive plan to help you achieve your financial goals. We will discuss with you cash flow, net worth, present investments, including insurance, retirement and estate planning.
Tax planning and minimization is a key component of financial planning for most clients. As a part of the overall plan, strategies such as income splitting, prudent use of leverage and family trusts are evaluated.
Every quarter, all of our clients receive a summary of their portfolio’s performance. The report is analyzed and reviewed with all of our new clients.
If your financial circumstances change, together we will assess and adapt your portfolio to reflect your changing needs and goals.
You can always access your complete financial portfolio online. Your portfolio of investments will be consolidated and valued daily. This allows you the freedom to monitor your portfolio’s performance at your convenience.
We believe that our best client is one that is fully informed. We have a strong commitment to on-going client communication, through quarterly newsletters, seminars and guest speaker presentations. We are committed to the on-going training and personal growth of our Financial Planners to provide you with leading edge financial options and the best possible service. Invest wisely, live well.
