Kingsmere

What Kingsmere does

Kingsmere Financial Services is a privately held, fee-based financial advisory firm headquartered at 219 2nd Avenue North, Saskatoon, Saskatchewan, Canada. The firm serves individual clients across Saskatchewan who need help identifying and prioritizing financial goals, selecting insurance coverage (life, disability, critical illness), constructing low-cost investment portfolios, and optimizing tax-efficient product selection. Kingsmere delivers advice through a documented six-step process (Identify, Calculate, Evaluate, Recommend, Implement, Track) and gives clients a choice between DIY execution of recommendations or full implementation support from the advisory team.

The core technology layer is an integrated financial goal-tracking system that supports the ongoing monitoring step of the advice process; the firm does not disclose any proprietary AI/ML, robo-advisory, or algorithmic portfolio management capability, and positions itself on team-based research, access to best-in-class low-cost products (including low-cost ETF managers), and personalized human advice. The business is sales-led and distributed almost entirely through a website-driven 30-minute consultation booking funnel, with no app, no public pricing tiers, and no disclosed enterprise or institutional client base.

Kingsmere earns revenue through professional-services fees on its advisory work, and since 2020 has operated an Advisor Network in partnership with Industrial Alliance (iA) Financial Group — a TSX-listed insurance and wealth manager with $189 billion in AUM, 4 million clients, and 25,000 representatives — which gives Kingsmere access to iA's insurance and wealth product shelf and credibility by association. The firm does not disclose revenue, has no disclosed funding rounds, no parent company, and no subsidiaries, and operates with a 1-10 person team led by CEO Glen Nortje, Director Philip Fourie, and Office Manager Lisa Zammit.

Name

Kingsmere

Legal name

Kingsmere Financial Services

Website

https://kingsmerefinancial.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Kingsmere Financial Services is a Saskatoon-based, fee-only financial advisory firm serving individual clients in Saskatchewan with insurance, investment, and tax-efficient financial planning, supported by an integrated goal-tracking platform and a 2020 partnership with iA Financial Group.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial advisory services
• Investment management
• Insurance planning
• Financial planning
• Wealth advisory

Headquarters

HQ city

Oakville

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Fee-Based Financial Advisory: Kingsmere provides unbiased financial advice for a specific fee. Clients have the option to implement recommendations themselves (DIY) or use the firm's implementation services. The firm also accesses insurance and wealth management products through its partnership with iA Financial Group.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Kingsmere Financial Services is a fee-based financial advisory firm that provides unbiased financial advice to individual clients. The firm follows a structured 6-step advice process (Identify, Calculate, Evaluate, Recommend, Implement, Track) covering insurance product suitability, investment consulting using low-cost products such as ETFs, and ongoing goal tracking through integrated technology. Clients can choose to implement recommendations themselves (DIY) or use the firm's full implementation support. Insurance and wealth products are accessed through the firm's partnership with Industrial Alliance (iA) Financial Group.

Product overview

Kingsmere Financial Services operates as a financial advisory firm offering a unified suite of advisory services rather than a software platform. The core offering combines Financial Advisory Services with Insurance Products, Investment Management, and Tax-Efficient Solutions. These services follow a structured 6-step advice process: Identify, Calculate, Evaluate, Recommend, Implement, and Track. The company also operates an Advisor Network through its partnership with Industrial Alliance (iA) Financial Group, one of Canada's largest insurance and wealth management companies, providing access to personalized insurance coverage and investment solutions. Clients can choose to implement recommendations themselves (DIY) or receive full implementation support from the advisory team.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Industrial Alliance (iA) Financial GroupflagshipStrategic or Co-development Partner · 1 January 2020In 2020, Kingsmere Financial Group partnered with iA Financial Group, one of Canada's largest insurance and wealth management companies. Together they established an Advisor Network dedicated to helping ensure the financial wellbeing of clients by offering personalized insurance coverage and investment solutions. iA Financial Group operates in Canada and the United States, founded in 1982, and is listed on the Toronto Stock Exchange.

Scale indicators3 records

Recent moves3 records

Expansion highlights4 records

Emerging players

• Wealthsimple: Canada's largest independent digital wealth management platform offering low-fee portfolios, ETFs, and financial planning. Comparable to Kingsmere in serving fee-conscious Canadian mass-affluent clients with goal-based advice, but operates at national scale with a digital-first delivery model rather than in-person consultations.
• Questwealth (Questrade): Canadian low-cost digital wealth management arm of Questrade offering managed portfolios and advisor services. Comparable to Kingsmere in targeting fee-sensitive Canadian investors with low-cost ETF-based solutions, though delivered via a digital platform rather than personal consultations.
• Tangerine Investments: Canadian direct bank and low-cost investment subsidiary of Scotiabank offering no-fee or low-fee mutual funds and savings products. Comparable to Kingsmere in targeting cost-conscious Canadian mass-market clients with simple investment solutions, though delivered digitally rather than through an advisor relationship.

Direct peers

• Nicola Wealth: Canadian independent advisory and wealth management firm offering holistic financial planning, investment management, and insurance solutions to individuals. Highly comparable to Kingsmere's fee-based, goals-based advisory model, with a similar integrated advice-plus-investment approach, though at materially larger scale.
• PWL Capital: Independent Canadian fee-only financial advisory firm providing portfolio management and financial planning services across Canada. Directly comparable to Kingsmere in fee-only compensation, evidence-based portfolio construction, and an emphasis on unbiased advice for individuals.

Broad incumbents

• IG Wealth Management: One of Canada's largest personal financial services companies offering advice, investment, and insurance solutions through a national advisor network. Comparable to Kingsmere in combining financial planning with insurance and investment products for individuals, but at vastly larger scale with national distribution.
• CI Financial: Major Canadian wealth and asset management firm operating advisory platforms (CI Assante, CI Direct Investing). Comparable to Kingsmere in providing fee-based advisory and investment solutions to Canadian households, though CI operates at national scale with proprietary fund products.
• Edward Jones Canada: Canadian branch of the global advisory firm providing face-to-face financial planning, investments, and insurance to individuals. Highly comparable to Kingsmere's in-person advisory distribution model and insurance-plus-investment offering, though at far larger national scale.

Others

• Industrial Alliance (iA) Financial Group: Major Canadian insurance and wealth management group and Kingsmere's flagship partner since 2020, operating the Advisor Network in which Kingsmere sits. Included as a peer because it is the strategic ecosystem provider whose product shelf and brand Kingsmere's offerings are built around.

Regional players

• BlueShore Financial: Canadian credit union-based wealth advisory firm in British Columbia offering integrated financial planning, investments, and insurance. Comparable to Kingsmere's holistic fee-based advice model for individuals, though concentrated in the BC market rather than Saskatchewan.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kingsmere