Working with you to achieve financial success.
THE TEAM
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Kathy Klassen, CGA,CPA,CFP
Owner/Financial Advisor
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Marie Kehler
Office Manager
Jessica Janzen, CPHR
Associate Advisor
OUR
SERVICES
Helping individuals, families, business owners, and retirees through their complex needs.
INVESTMENTS
Non-Registered Accounts, RESP, RDSP, RRIF, RRSP, and Tax Free Savings Accoungs
INSURANCE
Term Life, Mortgage Life, Permanent Life, Universal Life and Annunities.
FINANCIAL PLANNING
Short and Long Term Goals, Retirement and Estate
GROUP & LIVING BENEFITS
Employee RRSP/Pension Plans, Employee Benefits, Critical Illness and Disability Insurance
RESOURCES
