Tim Kleinschmidt

As a Certified Financial Planner (CFP) since 2010, Tim Kleinschmidt helps business owners, professionals and their families make better decision with their money. He uses many different financial strategies to help his clients achieve their retirement, business succession and estate goals while placing a premium on conservative, time tested methods.

Many of Tim’s clients enjoy the high level of personal service that he is able to offer while remaining true to his values of hard work, honesty and professionalism. He achieves this with use of his customized client contact system and the support of his team. This ensures Tim meets with his clients regularly to update their plans as situations change, keep them informed of changes in the market place and continue to build on the personal relationship many of them enjoy.

He also believes that staying informed of recent changes in the markets, tax law, and product strategy, allow him to continue to offer sound advice to his clients. He does this by exceeding the hours required for continuing education to maintain his wealth management and life insurance licenses as well as continuing to strive for further designations.

Tim also supports the industry through his membership in the financial planners association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).