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Who We Are

Financial advice and management for Mature Canadians and their families.

Whether you want to help your grandchildren build a financial foundation for the future, you want to start your children’s inheritance early or you (or a family member) need some help organizing your personal care and estate plans, KBH Financial is here to help. We have been there and we help these families because we are one of these families.

PERSONAL CARE AND ESTATE PLANNING

If there were a rapid shift in health or mobility for you or a loved one, what might be different?

INSURANCE

We specialize in no medical insurance solutions for people who might have underlying health conditions.

WEALTH MANAGEMENT

Safety and security for your wealth. Increase net worth. Tax planning.

HOW HEALTHY IS YOUR PLAN?

TAKE THE ESTATE ORGANIZER ASSESSMENT

If something were to happen to you today, would your family have all the tools to step in and manage your affairs?

If there were a rapid shift in your health or mobility, what might be different?

Discover how well your estate an personal care plan is organized in just minutes.

You will also get valuable feedback on your documents, assets, and final needs.

Our Clients

You are in good company!

Hundreds of extremely satisfied clients!

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