Your Financial Future is Our Top Priority
Who We Are
At Kewcorp Financial, we pride ourselves on being a Sherwood-Park based financial planning team with over 36 years of experience in comprehensive financial planning. Our team of experts has successfully assisted numerous clients in personal and business financial matters, providing guidance to make sure their financial future is sound and secure.
Our Services
We offer a wide range of services designed to cater to your every financial need. Our services include:
Financial Planning
We believe in creating a comprehensive financial plan that covers all areas of your finances, investments, taxes, and life planning. Our team will provide all the necessary planning and documentation to ensure you and your family are set for the future.
Investments and Retirement
At Kewcorp Financial, we value your retirement assets and recommend investment allocations that protect and grow your capital into retirement.
Insurance
We provide a broad view of the insurance industry, offering products tailored to your specific circumstances. Our team will help you navigate the complex world of insurance and find the right policy for you.
Tax Planning
Income tax is a major expense for everyone! At Kewcorp Financial, we have extensive experience dealing with the Canada Revenue Agency (CRA) on a variety of income tax issues. We will use our expertise to your advantage, ensuring you minimize your tax liability and maximize your savings.
Estate Planning
We will review your current Will and make recommendations to ensure your Will consists of a Personal Directive, a Power of Attorney, and a Last Will and Testament.
Our Team
Our team of financial advisors is dedicated to providing personalized service and expert guidance to help you achieve your financial goals. Meet our team:
- Jim Kew, Financial Planner
- Scott Kew, Financial Planner
Blog
Stay up-to-date with the latest financial news and tips on our blog. Recent posts include:
- Life Insurance FAQs: How Much And What Kind Of Policy Is Right For You
- Strategic Tax Planning For Business Owners
- How Smoking Increases Your Insurance Premiums: What Can You Do To Lower Them?
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