CERTIFIED FINANCIAL PLANNER® professional
The CFP® designation is granted by FP Canada. Holding the designation is not, by itself, a licence to sell securities or insurance.
About me
I am a CFP® professional in Waterford, working with clients in Ontario, Saskatchewan and Alberta by video, with in-person meetings in Waterford and the surrounding area. I work with individuals, families, and corporations.
I am a CERTIFIED FINANCIAL PLANNER® professional, and I meet clients by video, with in-person meetings in Waterford and the surrounding area. I offer financial planning, mutual funds, ETFs, and insurance, and the plan always comes first: how you retire, what you keep from the taxman, and what gets left behind.
No tricks. Language you can repeat. If I am not the right fit, I will say so.
KJL Financial and Consulting Services
I work with clients by video, phone, and in-person meetings in Waterford and the surrounding area.
If we haven’t met, we start with a conversation.
No product pitch. Write a few sentences about what is on your mind. You hear back within 24 business hours.