KBH offers a variety of comprehensive financial planning services to best serve your needs. Together with your Accountant, our Wealth Management team will work with you to ensure your short and long-term goals are at the forefront during the planning process. Be sure to check out our RESOURCE LIBRARY too.
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Whether you are enrolling in post-secondary education, beginning your career, starting to put money away for retirement, or growing your wealth, having a financial plan is an essential tool to ensure that your hard work is safeguarded.
Financial Planning
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Insurance planning is a critical component of a comprehensive financial plan as it protects your loved ones and your assets against any unforeseen events. Ensuring your household is protected when life-altering events occur, is a safety net worth considering.
Insurance Planning
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Are you looking forward to retirement? Who isn’t! Let us help you make your retirement goals a reality. Our Wealth Management team works closely with clients to develop a retirement plan that works with your budget today so that your dreams will become reality.
Retirement Planning
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Estate planning is an important component of financial planning as it ensures that your assets are protected and efficiently transferred to your loved ones. We will work with you so that this daunting task is taken care of with dignity.
Estate Planning
Through a referral arrangement, KBH Wealth Planning offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your KBH Chartered Professional Accountants Accountant and your KBH Wealth Planning Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
TriCert Investment Counsel is owned in part by KBH Wealth Planning. To learn more, visit TriCert.ca.
