KFB Financial Services

General information

We are a team of Financial Advisor’s providing advice with Manulife Securities Investment Services Inc. We have experience helping individuals and business owners in Whitby, Durham Region and surrounding areas. Our areas of expertise include wealth management, financial planning, retirement planning, insurance and estate planning.
WeI specialize in the development and implementation of comprehensive plans which are the blueprints to building a successful financial future. The process of financial planning involves identifying needs and presenting solutions in the areas of: personal risk management, budgeting, retirement planning, investments, taxation (as it relates to your investments), and estate planning. Working with you, we develop a plan that is designed to be tailored to your overall financial well-being taking into consideration the priorities, values and risk tolerance that are important to each individual.
Helping clients achieve financial security, growth and peace of mind are our primary goals