Secura Financial Group
Secura Financial Group is a privately held Canadian financial advisory firm based in Kingston, founded in 2003, offering financial planning, investment, and insurance advice to clients through a small team of 11-50 employees.
- Company typePrivate
- Founded2003
- HeadquartersKingston, Canada
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Secura Financial Group does
Secura Financial Group is a privately held, for-profit financial services firm headquartered in Kingston, Canada, founded in 2003. According to available firmographic data, the company provides financial planning and advisory services, with specialization in investment and insurance advice. The firm operates with a workforce of 11-50 employees, placing it in the small-to-mid-sized category of Canadian financial advisory practices.
The business model centers on traditional fee- or commission-based financial advisory and insurance distribution. The firm appears to serve individual clients and possibly small-business clients within its regional market, though no specific customer segmentation, pricing structure, AUM figures, or product mix details are disclosed in available data. The firm's website was inaccessible during research, displaying only a bot verification screen, which prevented verification of first-party content including regulatory disclosures, service descriptions, or licensing information. No technology platform, proprietary tools, partnerships, or distribution channels are documented in the input.
Beyond the founding event in 2003 and the firm's ongoing operations, no strategic actions are recorded in the available data: there are no funding rounds, acquisitions, leadership changes, product launches, geographic expansions, or partnership announcements on file. As a result, the company's growth posture, competitive positioning, and financial scale remain materially opaque. The firm is best characterized as a long-established, small-scale Canadian financial advisory practice, with its core function being personal financial planning and insurance/investment product distribution to clients in and around Kingston, Ontario.
Secura Financial Group firmographics
Firmographics- Name
- Secura Financial Group
- Website
- https://securafinancial.com
- Company type
- Private
- Founded year
- 2003
- Headcount range
- 11–50 employees
- Short description
- Secura Financial Group is a privately held Canadian financial advisory firm based in Kingston, founded in 2003, offering financial planning, investment, and insurance advice to clients through a small team of 11-50 employees.
- Ownership category
- akta.pro rank
Secura Financial Group industry classification
Industry- Product category
- Personal Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where Secura Financial Group is headquartered
LocationHeadquarters
- HQ city
- Kingston
- HQ country
- Canada
- HQ region
- North America
Markets served
Secura Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Secura Financial Group product offering
Product offeringCore offering
Secura Financial Group is a financial advisory firm that delivers personal financial planning services to individual clients, with a specialization in investment advice and insurance advice. The firm helps clients plan, invest, and select insurance products tailored to their financial goals and risk profile, operating from Kingston, Canada.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services Personal financial planning engagements for individual clients covering goal-setting, budgeting, retirement planning, and holistic wealth strategy development.
- Investment Advisory Investment advice and portfolio guidance for individual clients, supporting investment selection aligned with personal financial goals and risk tolerance.
- Insurance Advisory Insurance advice for individual clients, including guidance on selecting life, health, and other personal insurance products to manage risk and protect families.
Companies that use Secura Financial Group
Customer profileIdeal customer profiles1 record
Secura Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Secura Financial Group competitors and assessment
Company assessmentBroad incumbents
- Scotia Wealth Management: Bank-owned wealth division of Scotiabank offering full-service financial planning, investments, and insurance — comparable integrated offering, but with bank-scale distribution.
- CI Financial: Major Canadian wealth and asset management company whose CI Assante and CI Private Wealth divisions offer financial planning, investments, and insurance — same customer profile, broader portfolio.
- IGM Financial (Investors Group): One of Canada's largest personal financial services firms, providing financial planning, investments, and insurance through a national advisor network — same end-customer and product breadth, much larger scale.
Direct peers
- Edward Jones Canada: Branch-based financial advisory franchise focused on individual investors and small-business owners, offering investments and insurance — comparable boutique-relationship model.
- Wellington-Altus Private Wealth: Canadian independent advisory firm built around a network of portfolio managers and financial advisors offering wealth planning and insurance — directly comparable in scale and service mix.
- Canaccord Genuity Wealth Management: Canadian independent wealth manager providing discretionary portfolio management, financial planning, and insurance services to high-net-worth and mass-affluent clients.
- Raymond James Ltd (Canada): Canadian wealth management division of a global advisory firm, serving affluent clients with investment, financial planning, and insurance advice — same customer segment and product mix.
- HollisWealth (now part of CI Private Wealth): Canadian independent financial advisory dealer supporting a network of IIROC-registered advisors offering investment and insurance solutions — a structurally comparable independent advice platform.
Emerging players
- Wealthsimple: Canadian digital wealth management platform offering investing, savings, and insurance-adjacent products to younger mass-affluent clients — competing for the same segment with a tech-led, low-fee model.
- Questwealth (Questrade): Canadian online brokerage that has expanded into discretionary portfolio management via Questwealth — overlaps with Secura on investment advisory delivery for self-directed and advised retail investors.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks5 records
Key highlights4 records
Customer concentration
Secura Financial Group social profiles
Digital presenceSecura Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Secura Financial Group leadership team
Management profileNumber of profiles
Secura Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Secura Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Secura Financial Group
What does Secura Financial Group do?
Secura Financial Group is a financial advisory firm that delivers personal financial planning services to individual clients, with a specialization in investment advice and insurance advice. The firm helps clients plan, invest, and select insurance products tailored to their financial goals and risk profile, operating from Kingston, Canada.
When was Secura Financial Group founded?
Secura Financial Group was founded in 2003. It employs 11 to 50 people.
Where is Secura Financial Group based?
Secura Financial Group is headquartered in Kingston, Canada, in the North America region.
Who are Secura Financial Group's main competitors?
Broad incumbents on record are Scotia Wealth Management, CI Financial and IGM Financial (Investors Group). Direct peers are Edward Jones Canada, Wellington-Altus Private Wealth, Canaccord Genuity Wealth Management, Raymond James Ltd (Canada) and HollisWealth (now part of CI Private Wealth). Emerging players are Wealthsimple and Questwealth (Questrade).
Does Secura Financial Group have an API?
No public API is recorded for Secura Financial Group.
What industry is Secura Financial Group in?
Secura Financial Group's product category is Personal Financial Advisory. Its primary akta.pro industry code is FSAAAAAC, Independent Broker-Dealers (Retail Network). Its NAICS code is 523940 and its SIC code is 6282.