Commitment to Value
Founded in 2001, P&K Financial Inc. takes pride in providing quality, financial advice with a very personal focus. With over 25 years of experience, we think it is our job to “understand people’s goals and lifestyle in order to empower them and their families to achieve their financial goals in a timely and cost-efficient manner.”
Don’t be fooled, we may be small enough to deliver personal service to every client but we are large enough to do it very well. As Life Insurance Advisors we deal with all major companies to be able to give you a wide range of products and services to help you secure your financial future.
Not a believer of one-time selling solutions, we aim to provide a “holistic” approach to financial planning. We work with you to understand your goals, lifestyle and identify and take into consideration your financial present in order to secure your financial future. Doing so empowers you to make informed decisions and prepares you to meet your short & long term financial obligations.
In keeping with this approach, we like to meet every six months to review your progress toward accomplishing your objectives. We might ask you to come sooner if major changes occur in the world or local economy that might affect your portfolio. Our approach is distinguished by our rigorous process of portfolio selection. You benefit from Manulife Securities Investment Services Inc’s strong decision making architecture that is guided by the Investment Policy Statement.
We would like to have you join our family of satisfied clients and we are confident that you’ll be very pleased with your decision to include us in your portfolio.