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Should CPP and OAS be TAX-FREE???

July 25, 2023 / News

Canada… we’ve got hockey, sprawling wilderness and mountains- of taxes. Taxes are something we’ve come to expect. Sales tax, estate tax, income tax… they just keep coming. But there’s one area where …

Should CPP and OAS be TAX-FREE??? Read More »

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What Should We Charge? (For a Financial Plan)

July 25, 2023 / News

What do you think is fair for a financial plan? As a company, we’ve always been into listening to what the average Canadian wants, and when possible and demand is high enough, …

What Should We Charge? (For a Financial Plan) Read More »

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How To Watch Your Kids Benefit From Their Inheritance

July 25, 2023 / News

In part two of our series in parents and kids having “the talk” (estate edition), we want to talk about getting creative with the idea of pre-gifting. Bootstrappers, don’t go away just …

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Having “The Talk” With Your Parents (Estate Edition)

July 25, 2023 / News

Your parents seem to have worked hard, but you just can’t tell how well they are setup for retirement and if there’s something left over for you, the best child in the …

Having “The Talk” With Your Parents (Estate Edition) Read More »

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Save More Money Now – Quick Tips in Tight Times

July 25, 2023 / News

Self explaining titles ahoy! Always good to walk through a common sense guide with no “weird tricks”, just practical time tested advice. Old Kent hits us with some light bulbs.

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Introducing K4 Plus- Our Premium Planning Packages

July 25, 2023 / News

We understand some tiers of people love saving money where they can, while others like to pay more to get the PREMIUM product experience. We at k4 are cursed with offering a …

Introducing K4 Plus- Our Premium Planning Packages Read More »

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7 Things To Do Before Retirement

July 25, 2023 / News

Start your engines, it’s time to… slow down your engines? Okay, that was a terrible way to start this, let’s try again… So much of retirement planning is focused on what we …

7 Things To Do Before Retirement Read More »

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Interest In Being A Financial Advisor? Here’s What You Need To Know

July 25, 2023 / News

The art of money! Enticing, exciting, rich with potential. Getting there? Rejection, dead months, terrible bosses, maybe even a pyramid scheme or two. Have you got a knack with budgeting? Are you …

Interest In Being A Financial Advisor? Here’s What You Need To Know Read More »

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You Want to Save on Bank Fees, But You’re Scared to Leave The Bank

July 25, 2023 / News

We all see certain symbols and images in our heads when picturing institutions: a library may conjure thoughts of books and quiet signs, a pool swimsuits and lifeguards, a Walmart may invoke …

You Want to Save on Bank Fees, But You’re Scared to Leave The Bank Read More »

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How Much Can You Save With K4?

July 25, 2023 / News

Yesterday we dropped a video to illustrate why a financial planner, especially a veteran one, might seem quite wealthy. It can be found below https://www.youtube.com/watch?v=kdd6f4hwNE4 Today we delve into our philosophy for …

How Much Can You Save With K4? Read More »

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We work with clients of all ages and from all income levels and have yet to come across one person who we haven’t been able to save money for. As of today, our average client has saved over $1,800 in annual fees by making the switch to K4 Financial.

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Recent Posts

Should CPP and OAS be TAX-FREE???
What Should We Charge? (For a Financial Plan)
How To Watch Your Kids Benefit From Their Inheritance
Having “The Talk” With Your Parents (Estate Edition)
Save More Money Now – Quick Tips in Tight Times
Introducing K4 Plus- Our Premium Planning Packages
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