Caldwell Wealth & Estate Advisory Ltd. | Financial Advisors in Kingston, Ontario | Plan well. We have a depth of experience that spans three decades and are continually investing in our own financial education so that we can better advise our clients. Make an appointment and ask us your questions. Our team is ready to dig in and find answers for you.
Looking for comprehensive advice and counsel, but wanting to put the wheels in motion yourself? Are you a physician or other health care professional? We are the exclusive representatives of MD Preferred in Kingston and area. Put our experts on your team. Find out about how we are specially equipped to help doctors and other medical professionals with their unique financial needs.
Looking for comprehensive advice and counsel, but wanting to put the wheels in motion yourself? Are you a physician or other health care professional? We are the exclusive representatives of MD Preferred in Kingston and area. Put our experts on your team. Find out about how we are specially equipped to help doctors and other medical professionals with their unique financial needs.
Services
Working With Caldwell Advisory
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The financial security advisors at Caldwell Wealth & Estate Advisory Ltd. are skilled in all of the parts that go into making a financial plan work for you and your family. Whether you just have questions or are ready to get down to work, we can help you where you need it most, right now. The following is some information about some of the most common questions that we get asked.
Our Financial Planning Process
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Financial planning is an ongoing process that allows your plan to evolve in step with your life. Your unique needs and goals help construct the roadmap, so it's really a shared experience. Important to keeping a healthy financial plan healthy is having it subjected to regular review and update.
Your plan should be modified to reflect major life events (birth of a child, marriage, retirement), or when you successfully reach a significant check-point on your journey.There is nothing more satisfying than seeing a goal become a reality! Our initial meeting is all about determining whether or not we're a good fit for each other.
Your plan should be modified to reflect major life events (birth of a child, marriage, retirement), or when you successfully reach a significant check-point on your journey.There is nothing more satisfying than seeing a goal become a reality! Our initial meeting is all about determining whether or not we're a good fit for each other.
Business Owners & Professionals
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Strategic planning can take on different forms under different situations. At Caldwell Advisory, we think of it in terms of business owners making deliberate, tangible steps today so that they are more effectively positioned to achieve what they want in the future. Many of our clients come to us as owners of privately held corporations or physicians with professional corporations.
Estate Planning
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Planning your estate today can save your family and loved ones time, money and heartache. Many people have no idea of the complexities and time needed to settle an estate. One that has been left unplanned can leave a heavy burden on your executor. Estate planning can also give you opportunities to set things up to take care of the people that you care for and love the most.
Family & Small Business
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Each small business and family-owned company has its own personality, its own set of values, and its own goals for success. Family-oriented issues of intergenerational transitions, ownership, trust and retirement must work hand-in-hand with the business issues of finance, strategic planning, and tax efficiency.
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