The partners and advisors of Secura Financial Group - Jeff Hancock, Patrick Murphy, Ray Calver and Chas Murphy - have a combined experience of advising clients in the investment and insurance industry of more than 85 years. Secura Financial Group consists of 4 Financial Planners and 8 Operations Team Members located in Kingston, ON.
Helping clients be clear about their values, needs and wants is the mainstay of our work. With this understanding we are able to craft solutions that add value to the lives of our clients. We do this with a keen interest in using the most tax efficient strategies to help our clients keep as much of their hard earned money in the hands of those most important to them - their families and the causes that are near and dear to them.
Helping clients be clear about their values, needs and wants is the mainstay of our work. With this understanding we are able to craft solutions that add value to the lives of our clients. We do this with a keen interest in using the most tax efficient strategies to help our clients keep as much of their hard earned money in the hands of those most important to them - their families and the causes that are near and dear to them.
Services
The Wealth Optimization Program is a revolutionary process that brings clarity and focus to the financial planning process. The Program encompasses a four step process that gives you the confidence that all of your goals will be achieved. Identification of the client's specific financial and life goals to guide future planning and decision-making.
We feel a responsibility to give back to the community that is home to our clients, and we get true enjoyment from the feeling of being able to help organizations and individuals who can benefit from our support.
We love helping organizations, organizing events, planning our annual charity golf tournament, facilitating our United Way barbeque, sponsoring a child to play a sport they love, or simply being a location that fundraisers and organizations can use to gather cheques or needed items - that's us.Secura Financial Group.
We love helping organizations, organizing events, planning our annual charity golf tournament, facilitating our United Way barbeque, sponsoring a child to play a sport they love, or simply being a location that fundraisers and organizations can use to gather cheques or needed items - that's us.Secura Financial Group.
At Secura, we don't believe in a one-size-fits-all investment strategy - each client has their own long-term goals and financial risk preferences. Whether you're just starting out on your wealth accumulation journey, are well into it, or have already amassed a nice nest egg, let's get to know each other better and draft a plan that's best for you.
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