Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
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.
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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.
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.