Discover • Understand • Serve
We were introduced to Karen by our accountant. We operate a large construction company and were fortunate to have had an anomaly year where we grossed ten times our normal annual revenue. We were very nervous we may never have a year like that again and worried about where to put that money so that it would be safe yet still grow interest and still give us access to it. Karen and her team analysed our situation and found us to be good candidates for an Immediate Finance Arrangement. We needed life insurance to fund our buy/sell partnership agreement and were just going to buy term. We had a bad experience with life insurance in the past and didn’t want to repeat our mistakes. But when she showed us how we could set ourselves up for retirement, leave a legacy for all of our children, AND have immediate access to our money whenever we needed it to cashflow our business operations…. We saw it as the perfect solution. I would highly recommend Karen and her team for their creative solutions, professionalism, thorough in-depth attention to detail, and the way she took a complex situation and simplified it for us. It’s not done yet but we’ve already referred her to our doctor.
Paula P. – Devon, AB
I love to snowboard and play hockey in winter and rugby in summer but haven’t played as I can’t afford to get hurt. Having this gives me peace of mind knowing I could still pay the bills!
D.S. – Didsbury athlete