Services

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.

Insurance

Insurance is designed to protect your financial security and should be a key part of your overall financial plan. Depending on the type of insurance you purchase, you or your beneficiaries receive a cash benefit if you suffer a disability, become ill or die.

 

Education Planning

A registered education savings plan (RESP) is a financial vehicle that is specially designed to build up savings for a child’s postsecondary education. The amounts accumulated in an RESP are intended to cover the tuition fees and all education-related expenditures, such as housing, school supplies, food, transportation expenses, etc.

 

Investment

Your financial needs and priorities are always changing throughout your life. Whether you’re just starting out and learning to invest, saving for your future, thinking about retirement, or already retired, it’s important to understand all the options available to you and actively plan ahead to reach your goals.

 

Estate Planning

An estate plan can ensure your property is managed effectively while you’re alive and also that your wishes, such as distribution of assets and minimization of taxes, are carried out following death.

 

The goals of estate planning can include preserving wealth by taking advantage of

....

Retirement

If you’ve begun to think seriously about retirement, no doubt you’ve dreamed of a number of scenarios: travel, more time with family, taking up a new hobby…

 

But there are also questions you’ll need to consider:

 

Training & Development

Excel in your career with industry-leading training. At KYC Financial, we believe that continual training and self-development are key components to your success. Throughout your career, you'll have the opportunity to engage in a variety of training programs and industry-related courses.

 

 

 

© 2015 KYCfinancial.com