Pomeroy Financial Solutions Inc.
Languages spoken: English
Area(s) served: Kingston, Belleville, Brockville, Napanee, Eastern Ontario
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Build, Protect and Grow
At Pomeroy Financial Solutions it is our mission to direct all our attention to the financial success of those that we work with, and we do all we can to express that direction every day as we help you Build, Protect, and Grow all that is important to you.
In our Logo, and in our content, you will often see messages, that involve some education, motivation, or inspiration, and almost always one of our K9 friends. We have integrated our four-legged companions into our work because the important part that they play in our lives, and we hope to build that same level of relationship with you.
The relationship between a dog and its handler is built on Trust, Leadership, and Loyalty. A dog must Trust the handler to provide guidance, safety, and consistency, while the handler must establish strong Leadership to direct this relationship with confidence and clarity. Through training and experience, this bond strengthens, fostering deep Loyalty, where the dog and hander build a profound ability to communicate with each other. The result is a unified and unwavering dedication towards a common goal.
Similarly, we will cultivate Trust with you by demonstrating experience and acting in your best interests. Just as a handler provides Leadership to guide their partner toward success, we will lead you through complex financial decisions with knowledge and strategy. Over time, this guidance fosters Loyalty, and you will begin to see great value in our judgment and commitment to your financial well-being,. Whenever you see a Dog and their Handler working in perfect unity, we hope that you are reminded of us.
We can help you Build, Protect, and Grow all that is important to you, and know that we do it all through Trust, Leadership and Loyalty.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Trust. Leadership. Loyalty
At Pomeroy Financial, we will work with you to create a holistic and personalized plan to reach your health and financial goals together. One Plan, for you, together.
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Office information
