Business Details
Your Trusted Financial Planning Partner in Edmonton
At Kurylo Insurance Services Ltd., we prioritize a structured process to deliver tailored financial and insurance solutions. Our approach begins with understanding client needs through initial consultations, followed by signing a Performance Agreement to formalize our commitment. We specialize in Life Insurance, Living Benefits, Retirement Planning, Business Insurance Planning, and Employee Benefits, maintaining integrity throughout our services. With over 30 years of experience, our team focuses on building lifelong relationships with clients while addressing both immediate and long-term financial goals.Our practice standards include defining engagements, gathering client data, developing financial plans, and ensuring their implementation. We leverage tools like PLANSWELL and RAZORPLAN to provide actionable insights, offering 30-minute appointments to identify critical details that impact future financial security.
Services
Life Insurance
Estate Planning
Living Benefits
Investment Planning
Group Benefits
Business Insurance
Retirement Planning
Employee Benefits
Critical Illness Insurance
Special Risk Insurance
Highlights and features
- We have over 30 years of experience in insurance and retirement planning.
- Our team includes a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU).
- We implement a structured Performance Agreement process for client clarity.
- We specialize in comprehensive business preservation strategies for small business owners.
- Our practice maintains active memberships in professional financial planning associations.
Associations and certifications
- FP Canada
- The American College
Services
Life Insurance
We offer customized life insurance solutions to protect your family's financial future. Our policies provide death benefits, cash value accumulation, and tax advantages. Clients receive personalized guidance to select coverage that aligns with their estate planning and income replacement needs.
Retirement Planning
Our retirement planning services help clients build sustainable income streams for post-career life. We analyze current assets, project future needs, and develop investment strategies. Solutions include RRSP optimization, pension planning, and tax-efficient withdrawal frameworks tailored to individual risk tolerance.
Business Insurance
We design business insurance strategies to safeguard companies against operational risks. Services include key person insurance, buy-sell agreements, and succession planning. Our approach ensures business continuity during ownership transitions or unexpected leadership changes while protecting stakeholder interests.
Investment Planning
Our investment planning services create diversified portfolios aligned with financial goals and risk profiles. We offer asset allocation strategies, market analysis, and performance monitoring. Clients benefit from tailored advice on tax-advantaged investments and long-term wealth accumulation techniques.
Estate Planning
We develop comprehensive estate plans to ensure efficient wealth transfer. Services include will and trust creation, probate minimization strategies, and tax planning. Our solutions protect assets for beneficiaries while addressing complex family dynamics and business succession requirements.
People
Rodney Kurylo
Founder & Financial Planner
Certified Financial Planner with 30+ years in insurance and retirement strategies. Specializes in business owner solutions. Holds Chartered Life Underwriter designation. Active in Edmonton's financial community and local Rotary Club.
Questions
What financial planning tools do you use?
We utilize PLANSWELL and RAZORPLAN digital tools to analyze clients' financial positions and create customized planning scenarios.
Do you specialize in specific client types?
We focus on small business owners and professionals requiring complex insurance and retirement planning solutions.
How are your planning services structured?
Our process includes initial consultation, performance agreement, data analysis, plan development, implementation, and ongoing reviews.
What insurance designations do your advisors hold?
Our lead advisor maintains Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) professional credentials.
How can I schedule a consultation?
Contact us at 1-780-449-0707 or visit our Edmonton office to book a 30-minute introductory appointment.
