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 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?
INSURANCE
We specialize in no medical insurance solutions for people who might have underlying health conditions.
INVESTMENTS
Our priority is security and growth with a plan
BUILD YOUR ESTATE ORGANIZER E-BOOK
A NEW WAY TO ORGANIZE YOUR ESTATE IN CANADA
An Estate Organizer is not a legal document. It is however a vital tool for your family and your executor.
Your Estate Organizer is the first thing your executor and family will want to get their hands on to manage your affairs if something happens to you, whether you die, or are somehow incapacitated and need ongoing care.
In this E-book your will learn how to create your very own Estate Organizer. All you need is a binder and some dividers. It has never been easier!
Our Clients
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.
Subscribe
Sign up to hear from us about seminars, and events.