Kimberly Roe, CFP

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Kimberly Roe, CFP

You work hard for your money, my job is to make sure your money is working hard for you.

31/12/2024

All the best in 2025!

25/12/2024

Happy Holidays from everyone at the OVCLT

11/11/2024

Thank you to all who serve. Never forgotten.

31/10/2024

Have a safe and happy Halloween!

12/04/2024

This is a real comparison from a recent client. How much could you. be saving monthly?

10/04/2024

Did you know that owning your own life insurance is more beneficial than mortgage insurance?

Life insurance is less expensive, the balance doesn't decline and is underwritten upfront which means you actually qualified for the coverage. Mortgage life insurance is not qualified unless/until you go to make a claim. It also only pays off the balance of your mortgage but the premium stays the same.

It's worth getting a quote to compare!

08/04/2024

Why is life insurance the foundation of all financial plans?

Because it doesn't mater how great your debt repayment plan is, or how thorough your retirement savings plan is if you aren't here to see it through.

05/04/2024

April is financial literacy month!

My top tip to ensure a health financial future is to work with a Certified Financial Planner. CFP'S are internationally recognized and are fiduciaries which means they have a duty to act in your best interest. CFP's have reached a high level of financial education in all areas including taxes, estate planning and financial strategies.

It's important to work with someone you can trust who is looking out for you!

31/03/2024

Happy Easter everyone!

01/01/2024

All the best in 2024!

Address

101 Kiel Drive S

N7L3H2

Website

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