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Working with you to achieve financial success.
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
Services
THE TEAM
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Kathy Klassen, CGA,CPA,CFP
Owner/Financial Advisor
Jessica Janzen, CPHR
Associate Advisor
Kaitlyn Giesbrecht
Admin Assistant
Brittany Braun
Admin Assistant
Address
30 Main St.
Box 157
Altona, MB R0G 0B1
Phone
1-204-324-9497
Hours
Mon-Thu: 9am-4:30pm
Fri: 9am-12pm
Sat-Sun: closed
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