Personalized financial guidance to help you make confident, informed decisions.
Who We Are
Established by Jason Quick, a Certified Financial Planner with over 30 years of experience, Kawartha Financial is dedicated to helping families, professionals, and business owners achieve their financial goals. Working alongside him, Tommy Quick, a Western University Business Management graduate specializing in Finance, brings a modern perspective and additional expertise to our clients. Together, we provide personalized guidance across investments, retirement planning, estate planning, and insurance, combining decades of experience with tailored strategies. We value transparency, trust, and long-term relationships, helping you make confident financial decisions for today and tomorrow.
Services
Investment Management
Portfolio strategies designed to support your goals, risk tolerance, and long term plans
Retirement Planning
Helping you transition from saving to spending with clarity, confidence, and purpose
Estate Planning
We help organize your estate so your assets are preserved and transferred smoothly
Life Insurance
We ensure your life insurance coverage is appropriate and aligned with your long term plan