Kerry Knudsen is a Certified Financial Planner and graduate in Business Administration providing professional advisory services regarding business succession, investment, retirement and estate planning since 1982. As an independent advisor and "Risk Manager", Kerry has developed a comprehensive, client-centered, and bias free approach that has been the cornerstone of his success.
As investment advisors, we assist our clients with a thorough analysis of their investment holdings and will recommend many of Canada's most highly respected professional fund managers to help you achieve your investment goals. Access to private investment pools and alternative investment strategies are also available to our high net worth clients.
When advising on matters of Life & Health Insurance, we provide tools and strategies which assist our clients to secure Life, Income Replacement, Critical Illness and "substandard" risk coverage from the top insurance providers in Canada. We also provide innovative solutions to shareholders/business owners, regarding Shareholder Agreement funding and strategic planning with Executive Compensation arrangements. Complete Employee Benefit Plan analysis and administration is provided to our Corporate clients, utilizing customized solutions to assist business owners who wish to create a uniquely crafted benefits program for their valued employees.
Over the last 30+ years we have assisted many business owners, professionals and their families, achieve "peace of mind" through sound financial planning. Our established reputation is based on value added service, practical advice and helping our clients determine, and stay focused on, "what's important now?" (helping them WIN).....and help them bring simplicity to a complicated financial world.