Achieve "peace of mind" through sound financial planning.
Our Vision
To empower individuals and families to achieve financial clarity, security, and peace of mind through personalized financial planning.
Our Mission
We are committed to providing personalized financial advice and solutions that align with your individual goals and circumstances. We believe in a collaborative approach, working alongside you to develop and implement a comprehensive financial plan that addresses your unique needs and aspirations.
Who We Are
Spectrum Financial Services Inc. is led by Kerry Knudsen, a seasoned Certified Financial Planner (CFP) with over 30 years of experience in the financial services industry. With a deep understanding of financial planning principles and a client-centered approach, Kerry has helped countless individuals and families achieve financial success and security.
Our Expertise
We offer a comprehensive range of services to meet your diverse financial needs, including:
Investments & Retirement Planning
- Comprehensive portfolio analysis and recommendations
- Investment portfolio management
- TFSA, RRSP, RRIF planning and contribution strategies
- Tax optimization strategies for investments
Insurance & Estate Planning
- Life, disability, and critical illness insurance review and recommendations
- Employee Benefit Plan establishment and review
- Estate planning services, including will creation and power of attorney
- Business succession planning
Financial Planning & Analysis
- Comprehensive financial assessments and goal-setting
- Budgeting and expense tracking
- Debt management strategies
- Retirement planning and analysis
- Business valuation and financial planning
Our Approach
- Individualized: We take the time to understand your unique financial situation, goals, and aspirations.
- Collaborative: We work with you every step of the way, ensuring your needs and concerns are addressed.
- Transparent: We provide clear and concise explanations of your options and recommendations.
- Actionable: We guide you through the process of implementing your financial plan and staying on track.
Partnering with us, you can
- Gain clarity on your financial situation and goals
- Develop a personalized plan to achieve your financial aspirations
- Protect your assets and secure your future
- Make informed financial decisions with confidence
- Achieve peace of mind knowing your financial plan is in good hands
Contact us today to schedule a free consultation and discuss how we can help you achieve financial success!
Overall Impression
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings and expressing their satisfaction with the service provided by Spectrum Financial.
Professionalism and Expertise
The reviewers praise the professionalism and expertise of the team at Spectrum Financial, particularly Karen Roy. They highlight the team's ability to explain complex financial matters in a clear and understandable way, making it easy for clients to navigate their financial concerns.
Personalized Service
The reviewers appreciate the personalized service provided by the team, citing instances of Karen taking the time to explain things in a way that their children with special needs could understand. They also mention feeling comfortable and not rushed or pressured during their interactions with the team.
Special Needs Community
Several reviewers specifically mention Karen's passion for supporting the special needs community and her ability to balance professionalism with compassion. They appreciate the extra effort she puts in to ensure that families of children with special needs feel supported and understood.
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