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ABOUT US

With a background of experience and education in real estate, business and accounting, Krystal has spent the last 22 years in multiple roles which has helped her prepare to educate and help people and business owners make the most of and protect every dollar they have.  Most of those years were also spent as an entrepreneur herself.  Krystal currently has a real estate license, and insurance license.

 

We offer a wide range of services to our clients.  This covers both personal and business needs.  Do you need life insurance for your family or for your business key people? Do you need health insurance plans for your employees or for your family?  What about RRSP's to reduce the amount of taxes you pay?  Do you have life insurance on your mortgage?  Did you know that if you purchased it through the bank then you may not be covered should something happen because it is underwritten after death?  It is important to understand how mortgage insurance works and that you can get a life insurance policy for a reasonable price that isn't through the bank and that is fully underwritten up front.  We would be happy to explain how insurance works and we pride ourselves in educating people so you are making an informed decision.

We also take a holistic approach to financial planning.  We can look at your finances and show you how you can save money to invest.  We don't want to take money from your pocket or you wouldn't want to call us.  Let us look at how we can free the money up from taxes or bills, then we can get you on the right track for a bright financial future!

OUR VISION

"Helping you get what you deserve".  That's our vision.  Whether it is on your taxes, on your investments, or an insurance policy, we work with you to make sure that your money is protected and your future is secure.

 

Most important of all, we believe that everyone should understand what is happening with their money.  By educating our clients, we are giving them a hand in their futures.  The more people understand how the process works, the more excited they are and the more successful they tend to be.  Having a full understanding is where everything starts.  Age doesn't matter.  It's never too late!  It's also never too early, so we would be happy to sit down and educate children and teens so they have a foundation by the time they start building their futures.

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© 2018 by ​Geeksterz Financial Services.