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

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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

 
 
 
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