Our Approach

Our Approach

Our approach is to understand your goals and help you achieve them.

Whether your goal is to retire with a specific lifestyle, transition your cottage to the next generation, give charitably, pass the family business on to the next generation, or to make your children and grandchildren good stewards of your wealth, we are here to help you achieve these goals. In our meetings, we will focus on you. Your family. Your concerns. The people and things you care about. Your investments are a tool to help you achieve your goals.

Of course, we will help you minimize your tax burden, maximize your returns, and invest as effectively as possible, but this is hand-in-hand with achieving your goals. Your investments are only one piece of your financial picture. We will understand your complete financial situation. We want to help you achieve your goals whatever they might be.

Our Philosophy

  • We believe that wealth creates complexity.  
  • We believe that good inheritors need to be financially educated.
  • Affluent families have specific needs. We understand those needs.
A senior couple sits on the couch smiling as they look at a laptop and discuss financial planning.
Laura Southall, Senior Wealth Advisor in Kingston, Ontario.
Thomas Elliot, Financial Advisor in Kingston, Ontario, leans against a fireplace as he looks at a man standing across from him.

What We Do

We take care of your family’s financial needs.
  • We are stewards of your investment portfolio.
  • We help you through important financial decisions like the sale of a business, the purchase or sale of an additional property, your children’s education, retirement, or an inheritance.
  • We develop a plan to help you achieve your goals.
  • We provide financial education for your family.
  • We work with your existing accountants and lawyers and are a liaison between them.  
  • We understand your complete financial situation and our advice reflects that.

What Sets Us Apart

We care about you.
  • We know you, and your family, well.
  • You become a part of our community of affluent families.
  • We understand your goals and needs.  
  • We will be with you and your family through every stage of your financial life.

Our Process

A set of parents plays with their child as she child laughs and holds a brown teddy bear.

What to Expect When Working With Us

We will know your family well. 

We will understand your situation and what is important to you.  We will help you with any major financial decisions. We will be an integral part of your life. 

The Laura Southall team sits at a boardroom table as they smile at one another.
Let’s explore your goals and together we will make a plan to help your reach them.