Life / Health Insurance / Mutual Funds

Kerry Knudsen is a Certified Financial Planner and graduate in Business Administration providing professional advisory services regarding business succession, retirement and estate planning since 1982.

In dealing with these subjects, Kerry has developed a comprehensive, client-centered, and bias free approach that has been the cornerstone of his success. Advising on matters of Life & Health Insurance, we provide an independent brokerage service allowing our clients to secure Life, Disability, Critical Illness and Long Term Care coverage from the top insurance providers in Canada.

A complete Employee Benefit Plan analysis and administration is also available to our corporate clients utilizing "state of the art" solutions to common business concerns.As retirement planners, we also provide a thorough analysis of your mutual fund holdings and will recommend many of Canada’s most highly respected mutual fund managers to assist with your investment goals. The majority of our client base consists of small to medium sized business owners, various other professionals and their families. Our established reputation is based on a "value added" service which allows people to achieve peace of mind through sound financial planning.

Contact: Kerry Knudsen, CFP
Phone: 453-0103
Fax: 452-3331
Web: www.spectrum-financial.ca
Address: 909 Dorchester Ave R3M 0P7