Helping you
build your
financial
legacy

What I Do

I meet with you to assist you with creating a personalized financial pathway that meets your families unique needs and goals.

Life Insurance

Most families would be financially devastated if the "unthinkable" ever happened to their key breadwinner, and that's where LIFE INSURANCE comes in, providing you with the financial protection you need and deserve!

Critical Illness Insurance

No one ever puts getting sick on their ToDo list, but when the unexpected happens, you want to be financially prepared! DID YOU KNOW statistics show that 1/3 of Canadians will experience a serious disease or illness in their lifetime?

Disability Insurance

Disability insurance is designed to help cover loss of income by providing a monthly benefit if you're unable to work due to accident/illness.

Employee Benefits

Whether you employ 10, 100, or 1000 people, you should have an employee benefits strategy that works for YOUR business. We specialize in creating employee benefit plans customized to your needs.

Investment Planning

We have the tools to help you build a portfolio and can advise you on the different plans available as well as contribution limit. It is our job to help you meet your education/retirement goals!

Travel Insurance

DON'T FORGET to pack travel insurance on your next getaway! Travel insurance can be very confusing and that's where we can help you understand the eligibility requirements, limitations, restrictions, policy exclusions, and terms and conditions.

Get in touch with me

I’d love to hear from you

Email

roy@kardiafinancialadvisors.com

Phone

403.238.0238

Website

kardiafinancialadvisors.com

Facebook

facebook.com/royfreeborn

LinkedIn

www.linkedin.com/in/roy-freeborn-26b84a12