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Klassen Financial Services has been helping clients achieve their retirement objectives since 1981. Whether you need a comprehensive retirement plan, a fully integrated financial and estate plan, life insurance or specific investments, we have the experience and knowledge necessary to provide the best advice possible. We do not represent one single company, investment firm, life insurer, or trust company. We have the ability to examine all products in the marketplace and then recommend the one that best fits the unique financial plan of each client. We view each client as an individual with truly unique needs, and realize that financial planning is about more than just choosing the right mutual fund and investment tools. It should take into account life's different goals and possibilities. Our role is to help you determine your needs and design a financial plan around these. Only then will we recommend the financial tools most suitable for you. Also important is the ongoing advice and frequent review of your plan to ensure it is kept up to date with your goals. We use a five step financial planning process endorsed by the Canadian Association of Financial Planners. By using a systematic approach we can eliminate unnecessary risk. We will:

• Clarify your present financial situation
• Identify your goals and objectives
• Identify financial threats and opportunities
• Coordinate and implement your plan
• Provide scheduled reviews and updates

Retirement planning should bring you peace of mind, but planning for it is becoming increasingly difficult. That is why more and more Canadians are recognizing the value of professional advice in securing their retirement. The number of financial products and companies competing for your business is steadily increasing. How can you choose an advisor who is truly objective and working solely with your best interest in mind? We commit our energy, intellect and knowledge to attaining your financial objectives by providing the highest possible level of service and delivering superior advice. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our community. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge. Our business is and will continue to be people and their financial well-being. The Mission of Klassen Financial Services is to help people make smart financial decisions with their money. To accomplish our mission, we come to know our clients' situations thoroughly so that we can develop and create financial solutions that give them peace of mind.