CanWealth Financial Services is located in the beautiful historic city of Kingston, Ontario. We offer an integrated and professional approach to the issues and complexities of financial and estate planning, investments and insurance programs covering life, disability, critical illness and group plans.
We start with our unique approach using our own Estate Directory Tool. This tool enables us to establish a complete financial/insurance picture to be able to suggest the best recommendations based on risk and need.
Dave Hagerman EPC began his career in 1982 with Mutual Life of Canada . He transitioned to management with Mutual Life in 1990. In 1991 he began a new career with Great West Life as Branch Manager, responsible for recruiting, training and retention of new agents. In 1996 Dave left Great West Life and established CanWealth Financial Services Ltd. He has been working as a broker since then offering financial products to families and businesses in the Kingston and surrounding areas .
Laura Welbanks, our office administrator joined our team in August of 2008, Laura came to us after many year’s experience in the insurance and financial industry. Laura is our point of contact for clients and is responsible for the prompt and accurate turnaround time for all administrative requests and transactions.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will complete a risk assessment. The three main risks in life are: dying to soon, living too long or becoming sick or disabled. In short, having a proper life insurance portfolio, making sure you are covered for a disability and a critical illness and having a retirement plan will ensure you sleep well at night.
You should meet with us to review your plans every two years, or before any major life transitions like buying a home , property or starting a family.
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It is never too early or too late to get started on your insurance and investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 8am - 4pm
Saturday: By appointment only
Toll Free: 1-833-266-3723