We here at K4 have been lucky enough to bear witness to all kinds of altruism, and it is one of the biggest honours in the biz to help someone maximize the …
No Heirs? Consider This Tax-Efficient Strategy to Create A Legacy Read More »
As ChatGPT casts its unsettling shadow over various industries, how does Financial Planning stack up? Although AI systems have been interwoven with financial planning for years, is ChatGPT the one to take …
Everyone advertises returns: promises, guarantees, arbitrary numbers… what does it all mean? And how can we be certain the guarantee is… guaranteed? Old Kenty walks us through some different red flags to …
We’ve heard recently for a many a recession is looming. But what if we’re in the middle of something we’ve plodded along to for years? What if there’s something hidden in plain …
It’s a well known fact when financial advisory firms promote themselves they often talk returns. But when it comes to taking a SET PERCENTAGE, regardless of your personal success at saving, why …
How Did We Build an INDUSTRY-BREAKING Fee Model? Read More »
K4 was made because of a need Kent identified to serve the average Canadian fairly, and we believe our new fee format is a game changing structure that should challenge the way …
Until you think about it, maybe it’s hard to notice how many people in this profession die young. Even beyond the celebrity sample population, regular people in the line of work have …
We always like to remind clients there’s no one size fits all solution to their finances, and that there are other events and forces at play when you try to focus on …
Almost every business will be tested by unexpected and sometimes immense adversity in its operations; for Kent and K4 the time wasn’t so long ago… walk with Kent through an honest chronology …
The Wealthsimple Betrayal: Kent’s Black Swan Moment Read More »
Maybe this is something you’ve been wondering about K4, or it’s something you’re just learning, or perhaps you don’t even really understand what a minimum asset level is. Simply put, the financial …
