Kathy Klassen Financial Strategies

Kathy Klassen Financial Strategies Kathy Klassen, CPA, CGA, CFP offers full financial services; including investments & insurance. I currently live in Altona, MB with my husband and our dog.

I believe that getting to know my clients and their financial needs is very important when building a long term working relationship. My clients appreciate and benefit from the tax and accounting experience and knowledge I bring to the table from my twenty years as an accountant.

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I have lived in southern Manitoba my entire life. We have 2 adult children attending University. I enjoy camping, r

eading, meeting new people and travelling.

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I graduated in 2003 with my CGA designation, and in 2010 with my CFP designation. Education is very important to me and I continue to stay on top of current events, specifically related to the markets.

Attention business owners and farmers! Join us for lunch on March 11th to learn how to utilize life insurance as an asse...
02/01/2024

Attention business owners and farmers! Join us for lunch on March 11th to learn how to utilize life insurance as an asset. We'll discuss how to personally access the wealth retained in your corporation, as well as estate planning strategies for farming and non-farming children.

Please RSVP by March 1st: https://www.surveymonkey.com/r/JFBXDJH

10/07/2022
We are closed today (Sept 30th) to observe National Day for Truth & Reconciliation.
09/30/2022

We are closed today (Sept 30th) to observe National Day for Truth & Reconciliation.

We are closed today due to the winter storm. Stay safe and warm!
04/13/2022

We are closed today due to the winter storm. Stay safe and warm!

Please note our hours over the holiday season. Happy holidays!
12/06/2021

Please note our hours over the holiday season. Happy holidays!

Happy to be part of a team working on solutions!
06/10/2021

Happy to be part of a team working on solutions!

PembinaValleyOnline.com is the only source for community news and information such as weather and classifieds for Winkler, Altona, Morden, Carman and the Pembina Valley.

Getting the vaccine WILL NOT affect your insurance coverage!
03/12/2021

Getting the vaccine WILL NOT affect your insurance coverage!

https://www.katstrat.news/e-newsletter/2021/2021-01/article-1.htm
01/13/2021

https://www.katstrat.news/e-newsletter/2021/2021-01/article-1.htm

When it comes to flexible investment tools, there's nothing quite like a Tax-Free Savings Account (TFSA). This registered account allows you to hold not just savings but also investment equities like stocks, bonds, mutual funds and GICs. All of your investments grow tax-free in a TFSA. What's even b...

Year end, reminds me of tax write offs. 😆
12/31/2020

Year end, reminds me of tax write offs. 😆

"That's not a write-off" scene from Schitt's Creek

12/22/2020

We are beyond grateful to Kathy Klassen Financial Strategies for their support!

We have enjoyed reading every comment- they truly brightened our week!! Due to the overwhelming response, we created a ...
12/04/2020

We have enjoyed reading every comment- they truly brightened our week!! Due to the overwhelming response, we created a second prize package.
Thanks to everyone who took the time to respond.
Winners are... Judy Bergen and Carole Falk
Congrats!!

🌲 Giveaway!!! 🌲

One lucky winner will receive this gift basket filled with:
* Yeti Thermos
* Amazon Echo Dot
* Venture coffee beans
* $100 Chamber bucks
* $50 Coop gift card
* Hot chocolate bomb
* Woven rope basket
* Plaid Sherpa blanket

To enter:
Tell us something positive / encouraging in the comments below and Like and Share this post.

Giveaway closes on Dec 12th at midnight.

Address

30 Main Street
Altona, MB
R0G0B0

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 12pm

Telephone

+12043249497

Website

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