Your Free Assessment
A 3-step process to help you evaluate our services and make an informed decision about working together.
Tax Return Analysis
Investment Analysis
Estate Assessment
Retirement Recommendations
We are CERTIFIED FINANCIAL PLANNER® professionals who do our best work with:
Retirement investors who are retired or want to make "work optional" in the next 10 years.
Diligent savers who have accumulated investment & retirement assets of $250,000 or more. (Excluding real estate)
People who value hiring an expert because they know their retirement is too important to manage it alone.
Your Free Assessment
A 3-step process showing how you can improve retirement success + lower your tax bill.
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Step #1 - Schedule 15-Min Call
Step #2 - Team Meeting
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in our office or via Zoom). During this 1-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.
Step #3 - Review Assessment
With your Retirement Assessment complete, we will have a second meeting (in person or virtually via Zoom) to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, optimize your investments and improve your estate.
SLEEP ON IT!
We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
Step #1: Schedule 15-Minute Call
Still have questions? Keep reading...
Can you work virtually and work with people in other provinces?
YES! While many of our clients are from Saskatchewan, we also work with retirees from British Columbia and Alberta. Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
How does R.H. Kilburn & Associates make money?
We are compensated by IG Wealth Management through an advisory fee. Our fees are "unbundled". Meaning there is a clear distinction between what you pay for advice and what you pay for your investment. Our transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning, estate planning and more. Our goal is to lower your taxes, reduce risk, and make sure you can retire without worry.
How are you different from other financial advisors?
There are three really important things about our firm that separate us from others:
1. We have first class education & designations, placing us in a select group of financial planner professionals in Canada.
2. Our team is focused on a top tier client experience. Our mission is to provide massive value and personalized service.
3. We invest in industry-leading technology to simplify IG clients’ lives and make retirement easy.
Why should I consider hiring R.H Kilburn & Associates?
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control. We are Certified Financial Planner professionals, not stock pickers.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a retirement income stream, you’re in the right place.
10 BIGGEST MISTAKES
TO AVOID WHEN HIRING A FINANCIAL ADVISOR
Are you searching for the best Financial Advisor? Download our comprehensive guide for consumers that highlights the 10 BIGGEST mistakes people make and how they can be avoided.
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