Financial advisor
Welcome to Allan Ray - Private Investment Counsel, a trusted name in wealth management services, proudly operating under the esteemed Scotia Wealth Management banner. Located at 109 Princess St, 2nd Floor, Kingston, ON K7L 1A8, Canada, our office is dedicated to providing personalized financial solutions to high-net-worth individuals, families, and institutions. With a commitment to excellence, we strive to help our clients achieve their financial goals through tailored investment strategies and comprehensive wealth planning.
At Allan Ray - Private Investment Counsel, we understand that every client has unique needs and aspirations. Our approach is centered on building long-term relationships based on trust, transparency, and integrity. Led by Allan Ray, our team of experienced professionals brings a wealth of knowledge and expertise to the table, ensuring that your financial future is in capable hands. We specialize in portfolio management, estate planning, tax optimization, and risk management, offering a holistic suite of services designed to protect and grow your wealth.
As part of Scotia Wealth Management, we have access to a vast network of resources and cutting-edge tools that enable us to deliver innovative solutions. Whether you are planning for retirement, managing a family trust, or seeking to diversify your investment portfolio, our team is equipped to provide strategic guidance at every step. We take pride in our ability to navigate complex financial landscapes, helping clients make informed decisions that align with their long-term objectives.
Our Kingston office serves as a hub for personalized service, where clients can meet with our advisors in a comfortable and professional setting. We are deeply rooted in the local community and are committed to contributing to its growth and prosperity. By fostering strong connections with our clients, we aim to be more than just financial advisors—we strive to be your partners in success.
For more information about how Allan Ray - Private Investment Counsel can assist you in achieving your financial dreams, we invite you to visit our office or explore our online resources. Contact us today to schedule a consultation and discover the difference that personalized wealth management can make in your life.
Address: 109 Princess St, 2nd Floor, Kingston, ON K7L 1A8, Canada
Website: Visit Our Page