820 Development Drive, Kingston, Ontario K7M 5V7View on Map »

Picture a beautiful summer day with the sun in the sky and the sand under your feet...


You're relaxed, resting easy because you have a Parasol above you to offer you protection from the sun and the heat and all other worries. This is the feeling of security we strive to give to our clients. We want our clients to know that at Parasol, under any condition, we're there and we've got you covered.

Recent Articles

Strategic or Target-Based Planning

Posted on: May 13, 2024
Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was a simple spreadsheet projection of your current situation, plus some assumptions, such as savings rates, tax rates, investment returns and inflation rates...
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Role Reversal - The New Reality

Posted on: May 13, 2024
Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out and had children of their own to raise. It was supposed to stop there for us, but then one day we had to look after one or both of our parents. According to a 2020 Federal Government report1,...
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Beware of These Scams Aimed At Seniors

Posted on: May 13, 2024
According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are get bilked out of more than $500 million every year. It is estimated that as many as one in five seniors have lost money to fraudsters and most don't report it. Even though...
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Services

By admin Jun 15

Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead....

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By admin Mar 25

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be...

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By admin Mar 24

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start living on...

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By admin Mar 23

Young family

You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the carpet...

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.