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Our Team
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The Senior Team at KYC Financial brings a solid blend of experience and expertise to the advisor network and clients they serve. The partners (Insurance Companies, Investment and Wealth Management Companies, Banks, Trust Companies and Credit Unions) for long time have worked extensively with advisors, clients, insurance manufacturers and investment institutions, in their efforts to help build and preserve client’s wealth, together with their business partners.

KYC Financial Services, a Canadian life insurance and financial services company. Independent Life Insurance and Financial Advisors have come to rely on our company for business and product solutions to meet their clients evolving insurance, savings and retirement income needs. Our dedicated Client Relations and Advisor Support Team members have knowledge and expertise.  We seek to build and preserve wealth together, utilizing insurance solutions and investment strategies in an environment you can rely on and with people you can trust having integrity and the highest standard of ethics.

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WE ARE HERE TO HELP YOU AND

‹TOGETHER WE WILL SHAPE THE FUTURE.

 

 

‹TEL:

604-715-7542

604-614-5353

‹MAIL:

info@KYCfinancial.com

    Our Expertise

    TFSA

    The Tax-Free Savings Account (TFSA) is a flexible, registered, general-purpose savings vehicle that allows Canadians to earn tax-free investment income to more easily meet lifetime savings needs. The TFSA complements existing registered savings plans like the Registered Retirement Savings Plans (RRSP) and the Registered Education Savings Plans (RESP).

    Solutions magazine features articles on a variety of financial planning concepts including investments, insurance, banking, tax planning and small business.

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