You are more experienced now, your bank account is larger, and it is easier to think further ahead.
We have been working with Kelvin for over a decade now. Kelvin worked with us to create a retirement plan that helps us feel comfortable about our income. He is very thorough and we admire his strong work ethic. Kelvin is also personable and easy to deal with.
Red Deer, Alberta
You are more experienced now, your bank account is larger, and it is easier to think further ahead.
Without barely a moment’s thought, you would protect your family from an immediate threat.
Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.
You have worked all your life and saved for retirement. What other planning work could possibly be left?
Business Owners
Kelvin took the time to find out about our family, our needs and goals before creating a plan for us that focused on both our personal and business objectives. We now feel more secure about our future. We sincerely appreciate the service that Kelvin and his team has provided for us.
Red Deer, Alberta
Business Owner/Veterinary Assistant
As working parents with two busy kids, one of the best things about dealing with Kelvin is that he keeps us on track with our finances. He took the time to get to know us and asked us the right questions. He is great at explaining financial concepts in a way that anyone can understand. We are very happy with his service and would recommend him to others.
Eckville, Alberta
Mutual fund products and services are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Krips Consulting Services Inc. Banking products and services are offered by referral.
