Larry Walsh, B. Comm., CFP®, CLU

Financial Advisor

Areas of Focus:

  • Personal Financial Planning
  • Retirement Planning
  • Tax & Estate Planning
  • Wealth management
  • Insurance Needs Analysis

Larry is a long time resident of Kingston and surrounding area. After graduating from Sydenham High School, he attended Queen’s University where he received his Bachelor of Commerce degree in 1982. He had a successful career working in the finance department of the Correctional Service of Canada (CSC) until his early retirement in 2006. In addition to his financial planning practice, he continues to operate a successful income tax preparation and accounting practice located between Inverary and Perth Road Village.

Larry’s belief in life-long learning sent him back to school and he obtained a Certified Management Accounting (CMA) designation in 1988, Certified Financial Planner (CFP) designation in 2003 and Chartered Life Underwriter (CLU) in 2006.

Larry appreciates the value of having a personal financial plan. Establishing and implementing a financial plan can be very intimidating and complex. With his help, it does not have to be. He helps you to articulate your goals, assesses every aspect of your financial life and creates a road map for your financial future. Larry believes that he can help clients by creating a financial plan that is easy to understand, implement and monitor.

 

Insurance products offered through Richard H. Kizell Insurance Agency Ltd