Kootenay Financial Solutions
Job title: It all starts with great advice!
Languages spoken: English
Area(s) served: Alberta & British Columbia
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
A major life event or milestone can put the importance of preparing for the future into perspective. I provide a positive experience and a simple process to create living plans that evolve with Clients through their lifetimes. Clients gain peace of mind knowing they're prepared to meet their goals.
After being laid off in the 2001 recession, I recognized the importance of planning and preparing for the future. I saw an opportunity where I could help people achieve their success through financial advice. Over the last 25 years, I've refined my approach to make it easily understandable for Clients.
I work with business owners and families who are ready to take control of their futures!
Client testimonials
“We have been clients of Karly from Kootenay Financial Solutions for the past 8 years, and have come to rely on her services as a financial consultant as we are aging. She is energetic, personable, reliable and very knowledgeable. The true test of a professional is not when all is copacetic. It is when things go off the rails that you find out how skilled your 'professional' really is. Well that was us earlier this year, and Karly was there to guide and support us. (I still am not sure what we would have done without her). Karly is results-focused and looks out for the best interests of her clients. Her affinity for everything Kimberley is obvious every time we speak and we think everyone in Kimberley should know about her professional service.”
“I would highly recommend Karly Berry for any of your investment or insurance needs. She truly takes into account the "whole person", their circumstances, goal, dreams and needs. She's been a trusted advisor for me for over 20 years and I wouldn't hesitate to refer her to anyone in my life.”
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/karly.berry/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/karly.berry/