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No Heirs? Consider This Tax-Efficient Strategy to Create A Legacy

May 21, 2023 / News

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 »

Chatgpt1

Is Chat GPT Better Than Your Advisor?

May 17, 2023 / News

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

Is Chat GPT Better Than Your Advisor? Read More »

Redflags

Red Flags To Look For When Investing

May 17, 2023 / News

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

Red Flags To Look For When Investing Read More »

Arewedepress

Are we actually IN a depression???

May 17, 2023 / News

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

Are we actually IN a depression??? Read More »

How did we

How Did We Build an INDUSTRY-BREAKING Fee Model?

May 17, 2023 / News

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 »

Tldr fees

Our Awesome New Fee Structure in 3 Minutes

May 17, 2023 / News

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

Our Awesome New Fee Structure in 3 Minutes Read More »

Ci info

The Most Dangerous Profession?

April 25, 2023 / News

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

The Most Dangerous Profession? Read More »

Reitrement rule mislead

Why This Retirement Rule is so Misleading!

April 25, 2023 / News

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

Why This Retirement Rule is so Misleading! Read More »

Black swan

The Wealthsimple Betrayal: Kent’s Black Swan Moment

April 4, 2023 / News

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 »

Why we don't have a minimum

Why We Don’t Have A Minimum Asset Level

March 31, 2023 / News

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

Why We Don’t Have A Minimum Asset Level 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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