Pomeroy Financial Solutions Inc.

Job title: It all starts with great advice!

Languages spoken: English

Area(s) served: Kingston, Belleville, Brockville, Napanee, Eastern Ontario

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Let's work together

Financial education is an important part of every financial decision you make. When working with my team and me, we’ll help you fully understand what your options are. Each time we meet, our conversations will be clear, concise and valuable.

We base our recommendations on time-tested solutions that suit your unique needs. We can help you with:

  • small businesses planning,
  • retirement planning and
  • strategies for families and individuals.

We offer fact-based holistic advice for Clients located in southeastern Ontario. Contact our office to set up your appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Invest with style to secure your retirement this RRSP season: Dale Jackson - BNN Bloomberg

Invest with style to secure your retirement this RRSP season: Dale Jackson - BNN Bloomberg

Happy Friday!! Waiting for the market to recognize the value of an equity could take time, which makes value investing great for RRSPs because investments can grow sheltered from tax until they are withdrawn in retirement.

Office information

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