About

Kathy Klassen, CPA, CGA, CFP offers full financial services; including a wide range of insurance and investment solutions.

Description

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.



I have lived in southern Manitoba my entire life. I currently live in Altona, MB with my husband and our dog. We have 2 adult children attending University. I enjoy camping, reading, meeting new people and travelling.



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.

Products

Kathy Klassen Financial Strategies Services:

Group Insurance:
- Employee Benefits
- Company RRSP/ Pension/ DPSP

Life Insurance:
- Term Insurance
- Mortgage Insurance
- Permanent Whole Life Insurance
- Universal Life Insurance

Investment Vehicles:
- Tax Free Savings
- RRSP / RRIF
- RESP
- Non Registered Accounts
- Individual Pension Plans
- RDSP

Living Benefits:
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance

Other:
- Retirement Planning
- Estate Planning

Operating Hours

MON9:00 AM - 4:30 PM
TUE9:00 AM - 4:30 PM
WED9:00 AM - 4:30 PM
THU9:00 AM - 4:30 PM
FRI9:00 AM - 4:30 PM
SATClosed
SUNClosed

Parking

Lot Parking No
Street Parking No
Valet Parking No

Photos



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