Business Details
23 Years
experience
Your Trusted Partner for Financial Planning Solutions
Secura Financial Group was founded in December 2003 with a mission to build prosperous, long-term relationships with clients through personalized financial planning. Our team of professionals brings over 100 years of combined experience in investment and insurance advisory services, specializing in crafting tax-efficient strategies that align with clients' values and life goals. We prioritize understanding clients' unique needs to create customized solutions that maximize wealth retention for families and charitable causes. Our collaborative approach integrates financial specialists, accountants, and legal experts to address complex challenges. We serve business owners, medical professionals, retirees, and families, focusing on wealth optimization through strategic planning.Our Wealth Optimization Program provides a four-step framework for identifying goals, creating blueprints, implementing plans, and continuous progress monitoring. With $300 million in assets under management as of 2023, we maintain offices in Kingston and Belleville, Ontario. Our team-based methodology ensures specialized expertise across tax planning, investment management, and estate planning. Client testimonials highlight our thorough educational process, integrated corporate-personal planning, and commitment to transparent communication.
Services
Financial Planning
Tax Optimization
Investment Management
Retirement Planning
Risk Management
Estate Planning
Corporate Financial Strategy
Portfolio Management
Wealth Transfer Solutions
Insurance Analysis
Details
- Year established: 2003
Highlights and features
- We have over 100 years of combined experience in financial advisory services
- Our team-based approach integrates specialized expertise across financial disciplines
- We implement a proprietary four-step Wealth Optimization Program for structured planning
- Our tax-efficient strategies focus on maximizing wealth retention for families
- We maintain $300 million in assets under management with proven investment processes
What people say
Very thorough and educational process
Integrated corporate and personal planning
Peace of mind with financial binder
Excellent explanation of investment options
Consistent availability for client concerns
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for long-term wealth optimization. We analyze clients' financial situations, risk tolerance, and life goals to develop strategic plans that address tax efficiency, investment allocation, and estate considerations. The four-phase process includes goal identification, strategic blueprinting, implementation, and continuous monitoring to adapt to changing circumstances.
Tax Optimization
We specialize in developing tax-efficient strategies that maximize wealth retention for individuals and corporations. Our approach coordinates with clients' accountants to identify legal tax reduction opportunities across investment portfolios, retirement plans, and estate transfers. We focus on both immediate tax savings and long-term structural optimizations that align with overall financial objectives while maintaining compliance with regulatory requirements.
Investment Management
Our investment management service combines in-house portfolio expertise with access to professional managers for diversified solutions. We assess risk tolerance and financial goals to create customized asset allocations across equities, fixed income, and alternative investments. The service includes ongoing portfolio rebalancing, performance reporting, and tax-efficient transaction strategies to optimize long-term growth while maintaining appropriate risk parameters.
Estate Planning
We coordinate with legal professionals to develop comprehensive estate plans that ensure smooth asset transfer while minimizing tax implications. Our service addresses will creation, trust structures, and charitable giving strategies while considering both immediate and multi-generational wealth preservation goals. We focus on creating legally sound frameworks that align with clients' family dynamics and philanthropic objectives.
Retirement Planning
Our retirement planning service creates sustainable income strategies through detailed cash flow analysis and investment optimization. We evaluate CPP/OAS maximization, pension integration, and portfolio withdrawal strategies to ensure financial security throughout retirement. The service includes ongoing monitoring of market conditions and lifestyle changes to maintain appropriate income levels while preserving capital for legacy purposes.
People
Jeff Hancock
Senior Partner
Jeff Hancock co-founded Secura Financial Group after extensive experience in the financial services industry. He specializes in corporate financial strategy and wealth optimization, bringing strategic leadership to complex financial planning scenarios while maintaining client-focused service standards.
Patrick Murphy
Senior Partner
Patrick Murphy has over two decades of financial advisory experience, focusing on investment strategy and portfolio management. He played a key role in developing Secura's Wealth Optimization Program and continues to shape the firm's approach to long-term financial planning and client education.
Andrew Gibson
Portfolio Manager
Andrew Gibson leads in-house portfolio management with expertise in asset allocation and market analysis. He implements investment strategies across diverse client portfolios while maintaining tax-efficient transaction practices. His analytical approach supports Secura's commitment to data-driven investment decision-making.
Shelley MacIntyre
Financial Planner
Shelley MacIntyre specializes in family market financial planning, addressing budgeting, debt management, and intergenerational wealth transfer. She develops comprehensive plans that balance immediate financial needs with long-term security goals for families at various life stages.
Ray Calver
Founding Partner
Ray Calver was a founding partner known for his client-centered approach and commitment to financial education. His legacy continues through Secura's emphasis on personalized service and community engagement, maintaining the values he established during his career.
Questions
What financial planning services does Secura offer?
We provide comprehensive services including tax optimization, investment management, retirement planning, estate planning, and risk management tailored to business owners, professionals, and retirees.
How does Secura's Wealth Optimization Program work?
Our four-step program identifies financial goals, creates strategic blueprints, implements customized plans, and provides ongoing progress monitoring with tax efficiency analysis.
What areas does Secura Financial Group serve?
We primarily serve Kingston and Belleville, Ontario, with financial planning expertise applicable to clients across Canada through virtual and in-person consultations.
How experienced is Secura's advisory team?
Our advisors have over 100 years of combined experience in financial planning, with specialized expertise in corporate taxation, portfolio management, and estate strategies.
What investment management options are available?
We offer customized portfolio management with in-house expertise and professional investment managers, focusing on risk-appropriate strategies aligned with client goals.
