The evolution of business over the past 40 years has been marked by profound changes driven by technological advancements, shifts in global markets, and changing consumer expectations. We have stayed competitive and relevant for four decades, particularly in an ever-evolving financial landscape, is a testament to our adaptability, foresight, and dedication to our clients.
From the days of manual paperwork and face-to-face interactions to today’s technology, the key is to embrace technology while preserving the human touch.
As a small, independent dealership, family-owned, local business we focus on customer experience, and we are also embracing change, while maintaining strong customer relationships, we are keeping an eye on future trends, and we will continue to thrive in decades to come. The future holds vast potential for continued success.
Here at professional investments we support many products that assist our clients needs: TFSA, RRSP, FHSA, RESP, LIF, LIRAs, and in trust accounts.
Our team here at Professional Investments assist you the client with many services such as retirement planning, income planning, education planning and preparing for your estate.
Our talented team of advisors are dedicated to assisting you with the knowledge and confidence required to ensure your goals are achieved in your financial future.
Ossie Fisher
31-May-1930 - 20- Feb-2024
The marriage vow “til death do us part” is less true for seniors today. For advisors, that means managing more clients going through divorces later in life.
Founded in 1984 Professional Investments (Kingston) Inc. has grown to become a multi-dimensional financial services company with representatives in 3 cities in southeastern Ontario.
We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people.
Professional Investments has 4 locations in Ontario to serve you!
