Kurylo Insurance Services Ltd. is a team of experienced financial planning and insurance professionals dedicated to helping individuals and businesses achieve their financial goals and mitigate potential risks. We believe that financial security extends beyond just numbers; it's about peace of mind and the confidence that comes with knowing you're protected.
Who We Are
Led by Rodney Kurylo, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), our team has over 30 years of expertise in insurance and retirement planning. We are passionate about building strong relationships with our clients and working alongside them to develop personalized financial plans and insurance strategies that align with their unique needs and aspirations.
What We Do
Our comprehensive services cover various aspects of financial protection and wealth management, including:
Individual Planning
- Life Insurance
- Living Benefits (Critical Illness, Disability)
- Investment Planning
- Retirement Planning
- Financial Planning
Business Planning
- Business Insurance Planning
- Business Succession Planning
- Exit Planning
- Key Person Insurance
Specialized Services
- Employee Benefits
- Group Benefits
- Health Spending Accounts (HCSA)
Our Approach
We take a collaborative and personalized approach to every engagement. We begin with a thorough understanding of your situation, goals, and concerns. Working together, we'll design a customized plan that addresses your specific needs and regularly review and adjust it as your life evolves.
Our Values
- Integrity: We hold ourselves to the highest ethical standards and act with transparency in all our dealings.
- Client-Centricity: Your needs and aspirations are our top priority. We are committed to providing personalized solutions and exceptional client service.
- Transparency: We openly communicate our process, fees, and expected outcomes.
- Continuous Improvement: We regularly review and refine our services to ensure we are providing the most effective and relevant solutions to our clients.
Be the first to review Kurylo Insurance Service.
Write a Review
