Helping achieve your financial goals through financial advice.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
We provide strategies to help families to accumulate and protect your wealth.
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.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.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.Loewen Body Shop
Feb 01, 2019
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features
Jan 14, 2019
Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.
Jan 01, 2019
Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!
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.