Kalyta Financial Solutions Inc.
Job title: Financial Planner, CFP®
Languages spoken: English, French
Area(s) served: Ontario, British Columbia, Quebec
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by:
- understanding your goals and helping you make the most of your savings and contributions,
- providing investment strategies designed to help maximize your money,
- protecting you and your family with insurance solutions that fit your needs and
- converting your lifetime savings into retirement income when you’re ready.
My objective is to ensure that you understand my advice and why I believe it is the optimal path forward. Effectively, this allows you to understand your unique plan. We can then work as a joint force towards achieving your financial objectives.
Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security. Contact my office to book your appointment.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Office information
