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.
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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 22 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

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.

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Stay informed

See more articles
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account

FHSA: Tax-Free First Home Savings Account

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Office information

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