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.
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
May 01, 2018
Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.
Apr 01, 2018
Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.
Mar 19, 2018
The biggest changes include: The increase in the amount of income eligible for the small business deduction, The increase in Basic Personal Amount, Carbon tax
Mar 06, 2018
It's that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexities that can cause us problems - here are a few of the most common issues experienced by individuals when submitting their tax returns