How We are Different

Laura Southall, Senior Wealth Advisor, sits at a conference table with her team at their Kingston, Ontario, office.

Every financial advisory practice is run differently.

Some financial advisory practices focus on investments only, some focus on planning, and still others are focused on sales. Our practice focuses on you and your family. We will understand your goals and what is important to you. We will have a clear understanding of your financial picture and will advise you about how the pieces of your situation interact with each other. We will work with your existing lawyer and accountant to put strategies in place. We will offer you opportunities for financial education. Your family will become part of our community of families.

Helping you with all aspects of your financial picture

We understand your full picture

Get to know The Southall Group

Each member of our team plays a specific role in providing you with the most comprehensive financial guidance.  We are committed to providing you with an exceptional level of personalized service and we will work to understand all aspects of your family’s unique financial needs.