Our clients know they can rely on:
- a defined, consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
The Value of Financial Advice
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.Learn how we can help you!
TK Wealth Management set up our group retirement savings plan many years ago and we were extremely pleased with the excellent advice and service given to our employees. They have been dependable, friendly and open over the years with attention to detail and willingness to listen to our needs which is extremely important to our company. TK Wealth representatives have also provided informative lunch and learn sessions which have received very positive feedback from employees.- Beverly Erdelyi, Human Resources (Retired), Iogen Corporation
We have found members of the TK Financial Group very professional and knowledgeable and they have provided excellent advice in discussing our tax and estate planning. Our TK representative has been responsive and available to discuss our situation and provided appropriate investment vehicles to meet our needs in transitioning to retirement.- R.S. and H.S., Retired Public Service Managers