Invest with experienced guidance

Paul Richardson, Jeff Parks, Mark Potter, Barbara Dale and Nora Taylor, understand that serving clients’ financial and investment needs begins with building strong, lasting partnerships.

They focus on listening to each client because they believe everyone’s needs and financial goals for the future are unique.

As the Limestone City Wealth Management Team for Raymond James located in Kingston, Ontario, they put their clients - and their clients’ needs first.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Cross Border Services

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Estate Planning & Strategic Charitable Giving

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Investment Stratgies

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Risk Management

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Get to know Our Team

Paul Richardson
Paul Richardson
Branch Manager
Barbara Dale
Barbara Dale, FCSI™
Financial Advisor Investment Advisor
Jeff Park
Jeff Parks, CFP®, CLU
Financial Advisor
Mark Potter
Mark Potter
Financial Advisor
Nora Taylor
Nora Taylor
Assistant Branch Manager Financial Advisor
Christopher West
Wealth Manager
Harrison Taylor
Harrison Taylor
Associate Financial Advisor
Colleen Clarke
Colleen Clarke, CIM®
Administrative Assistant & Branch Administrator
Jennifer Bancroft
Jennifer Bancroft
Sales Assistant
Catherine Robinson
Catherine Robinson
Administrative Assistant
Jason Howes bio photo
Jason Howes
Wealth Advisor, CFP®

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Don't buy anything that you don't know anything about or understand what it is
Fred Ketchen

Information & insight

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Nurturing wealth so you can live a longer, better life.
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Healthcare Professionals

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Helping physicians address their unique needs
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Women Investors

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Understanding the challenges women face and how to help.
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Business Owners

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Unique solutions for business owners and entrepreneurs.
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Corporate Executives

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Helping you manage your financial success
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