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Jeremy Card, Financial Advisor

FINANCIAL ADVISOR
Jeremy J Card

135 Ontario Street, Ste#1, Kingston, ON K7L 0A5opens in a new window
CallSend Me a Message

Focus Areas

  • Intergenerational planning
  • Business retirement plans
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations

About Jeremy

I opened my practice in 2008 during "the Great Recession". While no one would plan that timing, I'm grateful in hindsight. I saw firsthand the value of accurate risk tolerance, diversifying and personal relationships.

When times are good and your money grows, it's easy to overestimate your own tolerance for risk. However, when the market drops, the misjudgment of risk could have alarming consequences. I can help you gain a true understanding of your risk tolerance through in-depth discussions and what-if scenarios.

Being well diversified is a critical component of your financial strategy. A selection of investments tailored to your individual...

Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Active Lifestyle
  • Farming
  • Real Estate

Team Members

  • Heather Sharp
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(613) 530-2889

Fax

(866) 751-1173

Office Address

135 Ontario Street
Ste#1
Kingston, ON K7L 0A5opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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