Welcome to KTR Financial Solutions!

KTR Financial Solutions offers retirement planning, savings strategies for unexpected events and insurance needs analysis for Individuals, Families and Business Owners, using Investment and Insurance solutions to help them achieve Financial Success!

It is important to work with someone you trust, someone who listens and understands your financial concerns. 

My goal is first to help you make sense of your current finances, and secondly to bring all of the pieces together so we can implement a strategy that is designed to protect you from financial pitfalls and guide you to a future of financial security.

I am very passionate when it comes to educating people about finances and risk management, so that they are empowered to make informed decisions about their money…… there is no such thing as a “Stupid Question”!

RECENT ARTICLES

The Hidden Role of Luck in Building Wealth

When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If …

Smart Tax Tips for Small Business Owners

Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building your client …

When Retirement Savings Meet Healthcare Realities

Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. …

HOW WE HELP

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ESTABLISHED FAMILY

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying...

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PROTECTING YOUR FAMILY

Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...

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YOUR INVESTMENTS

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your...