Kurtis Barnes - Financial Broker

About Kurtis Barnes - Financial Broker

Helping clients increase their financial literacy, save money and get out of debt

Kurtis Barnes - Financial Broker Description

We believe in your financial success, no matter your current situation or economic status, is achievable. We are ready to provide the assistance you need.

We help people get into better financial shape and on track for retirement. Our product line up includes: RRSP, RESP, TFSA, pension and a variety of insurance products.

Reviews

User

Is it time to start planning to buy a house? Or save and invest for the future properly? Or learn how to properly protect your family and income through insurance? Or save for your children's education? Or look for some ideas to control out of control debt?
Lets not procrastinate. Let me educate you about your options, & show you the power of a broker with access to multiple companies to serve you!

User

Very excited for this book to come out!

User

I think it's time to get some advice on our finances!
Canadian families that seek financial advice from a broker, on average, have 4.76X more savings in their mid to late 50's. 💲💲 What could that do for your family and the lifestyle you want to achieve??
I've always found it hard to win, when I didn't know the rules!! Is it time we sat down so I can teach you the rules of money in Canada

User

RESP - Registered Education Savings Plan.
A strong tool (one of many) to save for our children's future and the rising tuition cost in Canada. Did you know there are multiple types and options of RESPs to use and the disadvantages/advantages of each?
As a broker I can show options to help each family reach their goals using government grants and investment growth!
... If you'd like to know more, or if your advisor only gave you a single option: we should have a conversation!
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User

The best part about what I do is that I have so many options and so many reputable companies to choose from to help my clients reach their goals and objectives .
All too often people sit down with an advisor and are given one choice from one company. How much more valuable would it be to have someone in your corner shopping the market for you!
#broker #choice #financialliteracy #yegbusiness

User

Here is something home owners in Canada should be aware of: the reasons why bank owned mortgage insurance may not be the best fit for you and your family.
Give this a read, and feel free to contact me with any questions you may have!

User

The power of starting early and investing if your future can very realistically be the difference of 100,000s.
If you haven't started yet, or want some additional information/education. Send me a message!

User

I sit down with a lot of clients and what I've found is that very few people have been taught exactly how money, finance and insurance works in Canada.
We need to be learning:
- how RRSP/TFSA accounts work... - how to get our money working harder for us - the proper use and amount of life insurance - the proper use and amount of living benefits (critical illness and disability insurance) - how to plan properly for the future
If you are uncertain how money works and want to learn more about how to plan for your future, please reach out to me.
Those who know the rules of the game, have the highest chance of success!
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More about Kurtis Barnes - Financial Broker

7809203098