Klassen Financial

Helping you Achieve your Financial Goals

GROUP BENEFITS

Helping achieve your financial goals through financial advice. 

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

Testimonial

  • Paul Reimer is awesome, easy to deal with, my entire family loves him and he always makes us feel welcome. Especially with a large young family, we feel well taken care of. Insurance and company benefits are easily explained and his awesome team makes sure we feel right at home every time we visit Or when he visits us. We've worked with other insurance & financial companies in the past and even with the need to make a switch Paul ensured that we were never left out in the cold or uninsured, instead he made the transition smooth, pleasant and comfortable. We always felt he had our best interest at heart. Anyone asks us, we say Paul is our guy 🙂 He also assisted us from a corporate side and makes sure our staff has benefits that they can use which adds benefit to them being on our team. Thanks Paul, you da best!

  • Before working with Paul Reimer at Klassen Financial, we had worked with several different institutions. We were never happy and the relationships always they ended in frustration. When we started working with Paul it was apparent right from the start that his down to earth approach would fit well into our multi-generational business. He never tries to provide us with something we don’t need and always seems to find the products that meet our needs well. Due to his exemplary performance Paul has earned our trust and become a very valuable fixture as part of our financial team. The nicest thing about dealing with Paul is I no longer have to worry about the areas of our business that Paul deals with. He is linked in with our accountant, lawyer, banker, and the rest of our financial team and expertly carries out any required tasks that the team has deemed necessary. In any business there are people that are necessary and there are people that you really look forward to dealing with so they can help your business grow. Paul is definitely one of those people that myself and the rest of my team look forward to dealing with.

    Brent Oswald Cottonwood Holsteins
  • We had wanted to do succession planning for many years, but we didn't know how to start or finish, or the process in between. Paul mentioned to us one day that he could handle it for us, so we met with him and he set us on the right path. He gave us a lot of good information we'd been looking for, recommended the insurance we needed and referred us to other professionals required. There were still a lot of decisions to make along the way, but the process was smooth and we are pleased with the results. We've been able to let our children know what will happen with the business in the future and they are happy that it's all taken care of for them. We enjoy working with Paul, he's a friend as well as our advisor and he has kept our private information confidential.

    Mark Loewen Loewen Body Shop

Latest News from Klassen Financial

Why You Should Consider Critical Illness Insurance

Oct 01, 2018

There are no perfect answers in the area of your personal finances, but if you are looking for an option that has the potential to offer you a real sense of peace of mind to secure the financial future of you and your family, critical illness insurance is certainly an interesting avenue to explore.

Paying for Education

Sep 01, 2018

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind.

Passive Investment Income Limit

Aug 01, 2018

Morneau’s federal budget announced earlier this year informed us how the government will treat passive income in a Canadian Controlled Private Corporation. (CCPC) The government’s main concern was that under the current rules a “tax deferral advantage” exists since tax on active business income is usually lower than the top personal marginal tax rate. Therefore if the corporate funds were invested for a long period of time, shareholders might end up with more after-tax amount than if it was invested personally.

Estate Planning for Business Owners

Jul 01, 2018

Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.