About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Kootenay Financial Solutions
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.
Job Title: It all starts with great advice!
Languages spoken: English
Phone: (250) 427-0058
Email: karly.berry@sunlife.com
Karly Berry
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!
Job Title: Advisor, Sun Life, B.Comm.
EPC
Phone: (250) 427-0058
Email: karly.berry@sunlife.com
Fax: 2504270084
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