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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 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!

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