Who We Are
Financial advice and management for Grandparents 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 need some help with your personal care and estate plans, KBH Financial is here to help. 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?
We specialize in no medical insurance solutions for people who might have underlying health conditions.
Our priority is security and growth with a plan
OPEN A NEST EGG INVESTMENT ACCOUNT FOR YOUR GRANDCHILD IN CANADA.
THE GRANDCHILD WEALTH BUILDER PROGRAM.
Open a nest-egg investment account with your grandchild as beneficiary!
Make monthly, annual or a one-time contribution to your grandchild’s future. KBH Financial will take care of setting up your account, which you will own and control, but your grandchild will be the beneficiary of the proceeds whenever you choose.
You will get a beautiful certificate that you can wrap up and present to them as a gift.
You are in good company!
Hundreds of extremely satisfied clients!
Once I had kids I knew I had to change my focus to ensure my family was well taken care of. KB helped my husband and I setup our life insurance, critical illness and disability as well as RESPs for our kids. He is professional, service oriented and it was an all-round great experience. He truly cares about ensuring our family is well taken care of. I would highly recommend KB.
Working with KB has brought me peace of mind in knowing that my family will be well taken care of.
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