Our Team

Areas of Focus: 

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

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 a Bachelor of Commerce degree in 1982. He had a successful career working in the finance department of the Correctional Service of Canada (CSC) and operated a successful income tax preparation and accounting practice located between Inverary and Perth Road Village.

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

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 is provided through Lawrence F. Walsh

Patricia Valente joined the team 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 Wales joined our team in April of 2006 and has proven to be a true asset to our Financial Services team.

Brandi provides the financial planners with administrative and client service support. She is a graduate of St. Lawrence College, Office Administration. Brandi brings seven years of experience in customer service and administration to our office. During those years, 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 has many years’ experience in the customer service and administrative industry.

Robyn is responsible for assisting and greeting our clients, while providing first-rate customer service when answering all incoming calls. She also assists in the day-to-day running of the administrative operations and is ready to assist you with your administrative questions.

Areas of Focus:

• Personal Financial Planning
• Retirement Planning
• Tax Planning
• Wealth management
• RRSP’s, RRIF’s, TFSA’s and RESP’s

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.  As he continues his studies toward a CFP designation, John is working alongside Larry to help service his client base. .