We Can Help
Protecting Your Family's Present and Future - Because Life Can Change in an Instant
Helping Canadian Families Build, Secure, and Pass On Their Wealth – Without Conflict or Stress
Our story begins with our own family. We’ve been where you are – let us help you navigate the complexities of family financial planning.
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!
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.
KB helped me and my family organize our finances and estate planning and even helped me set up nest-egg accounts for my grandkids. I was so happy that I keep sending him new clients!
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