Our Team

Areas of Specialization:

• Personal Financial Planning
• Corporate Planning
• Business Insurance
• Pension Consulting, Implementation
• Asset Management
• RRIF, Annuity, RESP and RRSP
• Financial Consulting
• Severance Planning and Investments
• Estate Planning
• Life Insurance
• Charitable Bequest

Richard Kizell is a graduate of Queen’s University. Richard spent many years, managing several successful family businesses and their holdings. Mr. Kizell purchased a Money Concepts franchise in 1986 and then formed a partnership with Ms. Lise Allin to open six offices in the South Eastern Ontario region. He has successfully achieved the Certified Financial Planner, Chartered Life Underwriter, and Registered Financial Planner designations. His office is now Investment Planning Counsel Downtown Kingston.

Richard has thirty years experience in the financial planning industry. He successfully manages over $80 million in client’s assets. 

He has been married to his wife Cheryl for over 30 years, and they have two children.

Involvement in the Kingston Community:

Richard has played a leading role in the Kingston community and previously co-chaired the City of Kingston’s Committee for a new performing arts centre, multi use facility and convention centre. Richard continues to serve as the Finance Chairman of the Beth Israel Congregation and the Chair of the United Israel Appeal Campaign for Kingston. In addition to this, Richard is the Treasurer for the B’nai Brith Lodge 1191-Kingston, and has acted as the Chair of the annual B’nai Brith-Kingston Fundraising evening, a black tie evening for 300+ guests.

Awards and Accomplishments:

2014 - Volunteer Service Award

• Volunteer Service Award for Richard from the University Hospitals Kingston 

  2013 – Ian Wilson Award for Volunteerism

• Since 1987, he has supported Kingston’s hospitals through his own significant personal philanthropy
• He has given his time through service on the foundation boards of Kingston’s hospitals for 12 consecutive years
• Serving on the campaign cabinet for the Queen’s Faculty of Health Sciences
• Long-standing leader and current treasurer of the B’Nai Brith Lodge 1191 Kingston
• Instrumental in fundraising for the Beth Israel congregational pledge to the UHKF Together We Can campaign

2010 – Associate of the Year Award – Independent Planning Group - awarded based on the following criteria:

• To an individual who has conducted themselves in the most professional and ethical manner and has provided the highest levels of service to their clients.
• To an individual who has dedicated themselves to the highest levels of continued education and self-improvement.
• To an individual who has operated their business practice in the most compliant fashion.
• To an individual who is always willing to make sacrifices and offer their help whenever it may be needed.
• To an individual who has a positive mental attitude and takes the team approach with everyone they work with realizing that the power of their business is a result of the combined power and effort of the people around them.

2002 – Contribution to the Community – A National Award from the Canadian Association of Financial Planners

2001 – Business Person of the Year – Greater Kingston Chamber of Commerce

2000 – The Len Dover Award

The Downtown Kingston Business Improvement Association at the discretion of the Board awards the Len Dover Award named in his honour to an individual who has demonstrated tact, leadership, diplomacy, dignity and sincerity in his or her ongoing efforts and commitment to downtown business and the Greater Kingston community. Richard Kizell was the first recipient of the Len Dover Award, honoured in November 2000.

1999 – Grant D. Sylvester Memorial Award Recognized as an outstanding financial planner who is committed to continuing their education and is held in high regard by their peers.

Insurance products offered through Richard H Kizell Insurance Agency Ltd.

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

Areas of Specialization:

• Personal Financial Planning
• Retirement Planning
• RRSP’s, TFSA’s & RESP’s
• Mutual Funds
• Life, Disability & Health Insurance
• Segregated Funds

Adam is a long-time resident of Kingston and the surrounding area. After graduating from LaSalle Secondary School, he attended St. Lawrence College, where he honed his skills in business management and marketing. Adam applied his newly found skills towards the financial services industry, where he began his career with Empire Life. While at Empire Life, Adam studied personal finance and obtained his level 1 of the fellow, Life Management Institute designation. He then obtained his life license and mutual funds registration and practices at Investment Planning Counsel Downtown Kingston He continues to study towards obtaining his Certified Financial Planner designation.

Adam is an avid golfer, and loves anything to do with the outdoors. He enjoys traveling and spending quality time with his family. Adam is an active member at many community events including the annual Kingston community toy drive.

Adam believes that a financial plan must reflect his client’s life goals: whether purchasing their first home, financing a child’s college education or planning for retirement. He believes a custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable that everything is moving forward according to plan.

Insurance products offered under the personal life insurance license of Adam Jenkins

Patricia Valente joined Richard Kizell over 13 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions.

Patricia has successfully completed the “Canadian Investment Funds Operations Course” (mutual fund administration), the “Canadian Investment Funds Course” (mutual funds licensing exam), as well as the “Branch Managers’ Course” all offered by the Investment Funds Institute of Canada. Please feel free to contact Patricia at any time with your questions and concerns or comments regarding our client and financial services.

Brandi joined our office in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides administrative and client service support. She is a graduate of St. Lawrence College, Office Administration.  Brandi has successfully completed the "Canadian Investment Funds Operations Course" (mutual fund administration), and the "Canadian Investment Funds Course" (mutual funds licensing exam).  Brandi brings over 18 years of experience in customer service and administration to our office.  Prior to joining our office in 2006 she was employed by a major national corporation where she trained, supervised, and provided team support to new customer service agents.

Robyn joined our team in December of 2014. She assists in all aspects of preparing and administrating client portfolios and mutual fund transactions.

Robyn has successfully completed the "Canadian Investment Funds Course" (mutual funds licensing exam), offered by the Investment Funds Institute of Canada.

Please feel free to contact Robyn at any time with your questions or concerns regarding our client and financial services.

Areas of Focus:

• Personal Financial Planning
• Retirement Planning
• Tax Planning
• Wealth management
• Insurance Needs Analysis
• RRSP’s, RRIF’s, TFSA’s and RESP’s
• Life, Disability and Health Insurance

John is a long time resident of Kingston and the surrounding area.  After graduating from Mohawk College in Hamilton, Ontario with a diploma in Accounting, John began working with Larry Walsh in his accounting and income tax practice.  John and Larry worked together for over a year before John accepted a job as a Staff Accountant with Collins Blay Chartered Professional Accountants in downtown Kingston.   After almost four years with Collins Blay, in July of 2017, he and Larry teamed up again, this time in the financial planning industry. 

John believes that a sound financial plan is the foundation for improving one’s quality of life.  He also appreciates that no two plans are the same and that an individualized approach, specific to where you are today, is the key to your success in the future.  John understands that this process can seem daunting at first, but with his help, you can implement your plan faster and easier, obtaining the peace of mind you deserve.   

With Larry’s experience and expertise in the industry, John has been able to hone his skills and develop a keen eye for successful planning.  He completed the “Canadian Investment Funds Course” (mutual funds licensing exam) in October 2017 and obtained his Life Insurance License in November 2018.  As he continues his studies towards a CFP designation, John has been working with Larry to help service his extensive client base.