Let Us Help Guide
You on YOUR Path to Financial Freedom
Your trusted source of financial advice in Eastern Ontario for over 40 years. Providing guidance that is in your best interest not some big company’s. With locations in Ottawa & Kingston to serve you best.
New Website, New Location!
Visit Us at Our New Kingston Location
633 Norris Court, Unit #4, Kingston ON, K7P 2R9
Your Financial Compass
Expert Guidance for Every Financial Milestone
Financial Planning
Plan, protect, and grow your wealth with tailored strategies.
Investment Consulting
Maximize your investments with expert advice from our team.
Corporate Tax Consulting
Optimize your business’s financial efficiency with strategic tax planning.
Insurance Consulting
Experience the peace of mind that can come from having your finances well organized
Importance of Financial Planning
Phoenix Financial is dedicated to providing personalized financial planning and consulting services. We prioritize your financial wellbeing with customized strategies that align with your goals.
Dedicated to Robert Smithyman
It is essential to acknowledge the efforts of our founders, particularly Robert Smithyman, whose tireless commitment to his clients is the source of all that Phoenix Financial Services has become. His commitment to clients was rivaled only by his passion for family, friends, jazz, and, of course, sailing. Robert was a kind soul who genuinely cared about other people; he is dearly missed by all of us.
What Our Clients Are Saying
We’ve helped thousands of clients achieve financial independence.
Our Trusted Partners
We collaborate with top financial institutions and professionals to ensure you receive the best possible service.
Your Financial Security, Our Priority
At Phoenix Financial, we take a holistic approach to financial planning. From asset management to tax strategies, we are here to help you achieve long-term financial success.
Ready to Take Control of Your Financial Future?
Contact us today to start your personalized financial journey.