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Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

John Klotz

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Latest Blog Posts

A Word about Beneficiaries

Filed Under: Estate Planning | Financial Planning

29 September, 2014

The discussion about beneficiary designations comes up when we are setting up life insurance policies. A husband and wife usually ... Read More

The Most Important Tax Shelter of all

Filed Under: Financial Planning | Tax Planning

19 August, 2014

So, you’ve been inundated with information about RRSP’s, mutual funds, stocks, Exchange Traded Funds, options, trading options, spiders... Read More

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