CIRO Registered • Stoney Creek, ON • Since 1988

You’ve read the articles.
Tried the apps.
Ran the numbers.
Time to stop guessing.

Kingsview is the financial planning firm for successful families and professionals who’ve built strong careers and solid incomes — but now want everything working together instead of in separate pieces.

We provide comprehensive financial planning, retirement strategies, investment portfolios, and insurance solutions. With over 35 years of experience serving families, business owners, and community organizations across the Golden Horseshoe, we help turn uncertainty into clarity and confidence.

Book a free consultation See how we work →

Vision

Navigation

Success

Sound familiar?

The problem isn’t that you don’t care about your money. It’s that everyone has an opinion about it.

You’ve got a strong income. Maybe two. Your bank app says you’re “on track.” Your co-worker told you to buy crypto. Financial headlines flip between “all-time highs” and “recession coming” by the week.

And yet… you still wonder: Am I actually okay?

Robo-advisors pick your ETFs. Brokers handle your insurance. Apps track your spending. But these pieces rarely work together. Your investments, insurance, and retirement plans operate in isolation — leaving you uncertain about your timeline, whether you’ll have enough, and whether it’s all truly working together.

That’s the gap. And the higher your income, the wider it gets.

You don’t need another app. You need a plan that actually fits your life.

What We Do

Your Complete Financial Picture

We don’t just manage investments or sell insurance. We create fully integrated financial solutions that connect all the pieces — so you finally know it’s all working together.

Investment Management & Tax Efficiency

We design custom model portfolios using ETFs, mutual funds, and liquid alternatives, focused on delivering strong risk-adjusted returns through all market cycles. We then integrate smart tax planning to help you keep more of what you earn.

Portfolios built for meaningful outperformance, not just benchmark hugging.

Insurance & Family Protection

We help you secure the right combination of life, disability, and critical illness coverage — carefully integrated with your investments and retirement plan, not sold in isolation.

Protection that’s truly aligned with your full financial picture.

Retirement & Wealth Planning

We create detailed retirement roadmaps with clear income projections, pension optimization, tax-efficient withdrawal strategies, and education funding plans when needed.

Confidence that your money will last — and all your goals are working in harmony.

Where We Came From

Built on a Promise to Protect

Kingsview Financial was founded in 1988 with a deeply personal mission. When Armando David Vacca lost his father at just 19 years old, he saw firsthand the financial chaos that follows when nothing has been planned. That painful experience became his calling — to make sure no family would ever have to face the same devastation.

1988

The Founding

Driven by that experience, Armando opened A.D. Vacca & Associates in Hamilton, ON. His vision was simple but powerful: look at the complete financial picture — investments, insurance, cash flow, taxes, retirement, and legacy — not just pieces in isolation. That comprehensive approach became the foundation of everything we still do today.

2013

Kingsview Financial

As the firm grew, so did the need for more space and an expanded team. We relocated to a bigger office in Stoney Creek, ON and rebranded to Kingsview Financial — reflecting our continued commitment to excellence and a higher standard of service.

2015

A Legacy Carried Forward

Armando D. Vacca passed away in 2015, but his vision did not. His wife Lori Vacca stepped into leadership, supported by dedicated team members and the next generation. Together, they have continued building on Armando's original promise — protecting families, growing wealth, and preserving legacies with care and integrity.

Today

35+ Years Strong

Still proudly independent, Kingsview continues to serve families, professionals, and business owners across the Golden Horseshoe. With deep roots in the community and over 35 years of experience, we remain committed to the same comprehensive approach Armando established — helping clients move from uncertainty to clarity and confidence.

Where We're Going

We're Not Standing Still

We're actively investing in better tools and systems so we can spend more time doing what matters most — working directly with our clients.

Smarter, More Efficient Planning

We use advanced technology, including proprietary AI, to automate routine administrative and analytical tasks. By handling the heavy data lifting in the background, our team is freed up to focus on what matters most — delivering highly personalized advice, deeper strategic conversations, and truly proactive wealth management.

Stronger Portfolio Insights

We blend active and passive strategies — using strong passive ETFs where they make sense, and carefully selected active managers with proven track records when they can add real value. Using platforms like Morningstar Advisor Workstation, we analyze thousands of Canadian funds and how they interact across different market conditions to build portfolios with better risk-adjusted returns. We're also developing custom dashboards and monitoring systems that give us clearer, real-time visibility into how each client's portfolio is performing.

Privacy-First Technology

Our most sensitive AI tools are designed, built, and managed entirely in-house. They run locally on our secure servers in a fully offline environment, ensuring client data is never exposed to the internet. This gives us greater control and you stronger peace of mind.

Better Client Experience Ahead

Our goal is simple: deliver more timely reviews, clearer reporting, and even stronger coordination across your full financial picture. We want every client to feel confident that their plan isn't just reviewed once a year — it's actively looked after.

Our Team

Meet the People Behind Kingsview

Our team brings decades of combined experience in financial planning, insurance, and investment management — all united by a shared commitment to your financial well-being.

Lori Vacca

Owner · Admin · Taxes

Lori has solidified Kingsview Financial as a successful independent business, securing its legacy for many years to come. She is presently entrusted with the ongoing vision of the firm, and oversees office operations, tax preparation, and technology development. Carrying forward Armando's legacy is a privilege she doesn't take lightly — and when she's not at the office, she's busy being a grandmother to a growing crew of grandchildren who keep her well entertained.

Dominic Agresta

CFP · Senior Planner

As a Certified Financial Planner, Dominic works closely with clients on comprehensive planning creation, delivery, and implementation. He brings deep expertise across all life stages — from young families building wealth to those navigating retirement transitions. When he's not planning for the future, he's out on the golf course or exploring somewhere new — he figures if you can plan a trip as carefully as a financial strategy, you'll always have a good time.

Helen McCulloch

Manager · Life Insurance Specialist

Helen manages the marketing effort and all client referrals and appointments. She specializes in life insurance — expediting, placing, and maintaining coverage with a focus on protecting families during their most vulnerable moments. Outside the office, Helen is the heart of a large family — and if she's not with them, you'll likely find her volunteering with CityKidz, helping young people in the community find their way.

Chris Zimmerman

CFP · Financial Planner

Chris brings the Certified Financial Planner designation to everything he does. He works directly with clients on planning creation and implementation, helping them navigate complex financial decisions with clarity and confidence at every stage of life. When Chris isn't at the office, he's usually chasing his boys around — whether that's on the golf course, at a soccer game, or cheering from the sidelines at whatever sport they've decided is most important this week.

Brad Theobald

CIM · Financial Analyst

With the Chartered Investment Manager designation and a strong technical background, Brad provides in-depth investment analysis and portfolio management. He helps clients understand market dynamics, build diversified portfolios, and make informed decisions about their investment strategies. Brad keeps a large family of boys in order — so if he can manage that, he can manage any portfolio.

Alison Hannam

Service Representative & Assistant

Alison handles our daily operations, managing administration and the flow of investment documentation. She's the go-to person for service-related questions, ensuring every client interaction is handled with care and precision. Faith and family are the anchors in Alison's life, and that same warmth shows up in everything she does — both at church and at the office.

Get in Touch

Start the Conversation

Kingsview Financial welcomes you to meet for a free consultation at our office. Whether you're an individual, a family, a business owner, or a young professional just starting out — our clients tell you they experience the comfort of home during this focused yet relaxed look at your financial picture. Come visit us on Stoney Creek Mountain.

Visit Our Office

1050 Paramount Drive
Stoney Creek, ON L8J 1P8

Call Us

(905) 549-7526

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM

Serving the Greater Golden Horseshoe

We proudly serve individuals, families, business owners, and community organizations throughout the region.

HamiltonStoney CreekDundasAncasterBurlingtonOakvilleMississaugaBrantfordGrimsbySt. CatharinesNiagara RegionToronto / GTA

Request Your Free Consultation

Fill out the form below and a member of our team will reach out to schedule your complimentary consultation.

Full Name *

Email Address *

Phone Number

Area of Interest

Your Message *

All information is kept strictly confidential. We respect your privacy.

You’ve read the articles.
Tried the apps.
Ran the numbers.
Time to stop guessing.

The problem isn’t that you don’t care about your money. It’s that everyone has an opinion about it.