As a Wealth Planner, we work directly with Clients and Business Owners to help navigate the world of personal finance. In partnership with KBH Professional Chartered Accountants, and IAIC, Independent Accountant’s Investment Counsel, we, KBH Wealth Planning are able to provide our clients with a Holistic Financial Planning Experience.  Our job is to simplify the planning process, maximize efficiencies and minimize your risk. We have direct access to your accountants as well as your investment management team, providing you with paramount service and strategy advice.

  • Service Expertise

    • Cash Flow Analysis
    • Retirement Planning
    • Estate Planning
    • Corporate Planning
    • Corporate Investment Planning
    • Tax Planning
    • Wealth Planning & Preservation
    • Risk Management Strategies
    • Life and Living Benefits Planning