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

  • I have known Paul for a number of years, and have always found him to be honest, straightforward and competent. Any question or concern was answered in clear, concise, and understandable language. He and Shannon walked me through the whole process, helped me pick out the policies that would best suit my employee's needs and spent hours going over each point of the proposals. Even now, years later, they still gives me the same level of attention that they did when we first met. I enjoy working with Paul and Shannon and would recommend them to anyone without any hesitation.

    Dr. Luke Singh Hanover Dental
  • 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

Tax Planning Tips for End of 2018

Nov 30, 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

The Importance of a Financial Plan

Nov 01, 2018

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals.Talk to us to see how we can help you.

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.