Helping you plan a bright future!
Helping you plan a bright future!
With close to 40 years combined Financial Planning experience, Barry Kelly, and Jason Hare, CFP founded Cornerstone Wealth Planning in November of 2010.
The Cornerstone Wealth Planning team has focused on developing comprehensive long term financial plans for our clients and assisting business owners with their financial goals. Our team is committed to building lifetime relationships with our clients.
Cornerstone has been embraced by our client base with an overwhelming number of referrals. In response, we have created a strong administrative team to support our growth and commitment to customer service excellence. We are delighted to develop new relationships, while continuing to be the trusted advisors for our existing clients.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Jason has been applying his financial and personal business experience for over 20 years to help his clients. His expertise allows him to mitigate risk and help business owners and families achieve financial goals.
Before the doors of Cornerstone Wealth Planning opened, he and his colleagues stressed the necessity of hiring an exceptional administrative team in order to provide the best service, education and commitment to clients. They are proud of the team at Cornerstone.
Jason earned a degree in optometry, and an Honours Bachelor of Science degree before securing his Certified Financial Planner designation, which is the highly sought-after benchmark of financial knowledge, competence, and professionalism. He prioritises finding the best solutions for business planning and family wealth creation and protection, and is always researching new investment and insurance opportunities for clients.
Jason spends his free time with his wife and two sons on Kingston’s west end, which they are proud to call their home. He can also be found on the golf course or at the Leon’s Centre, supporting the Kingston Frontenacs of the Ontario Hockey League.
Jason also focuses on doing good in the world via philanthropy. He has contributed time and money to many nonprofit organisations, including the Boys and Girls Club of Kingston; the Shop with a Cop charity; and Cataraqui Golf & Country Club’s Rose of Hope Charity Golf Tournament, where for the last 10 years he has caddied for the ladies and also made financial contributions to benefit cancer patients in Eastern Ontario.
Barry started his financial planning career in 2008 after spending twenty years with a major Canadian manufacturing and distribution company. During that time Barry held several different management positions which allowed him to develop the ability to establish effective business relationships - a skill he has carried into his role at Cornerstone Wealth Planning.
Sue is the firms receptionist and assists the other members of the administration team. Sue also provides marketing and sales support to our Finanical Advisor team as well as heads up our trading unit
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 build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your financial plans every two to five years, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Mutual funds provided through Investia Financial Services Inc.
807 Blackburn Mews, Kingston, Ontario K7P2N6
613.887.2626 Toll Free 877.727.2626 Fax 866.861.6471
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Cornerstone Wealth Planning
807 Blackburn Mews, Kingston, Ontario K7P 2N6, Canada
Copyright © 2022 Cornerstone Wealth Planning - All Rights Reserved.
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