Insurance & Investment Planning Jessica and Michael have had the advantage of growing up in a family that was entrenched in the financial services industry.
Their mother Anne Kemp, father Rick Kemp, and uncle Darrell Kemp (all working with Freedom 55 Financial) have more than 100 years of combined experience in financial services. Jessica and Michael enjoy working with their clients at both ends of the spectrum; building the foundation for their clients just entering the working world, and creating retirement plans for those clients in the twilight of
their careers. The Kemp Financial Group building was the first step towards the future growth of Kemp Financial Group. Understanding that Canada's economy is dependent on the health and wealth of our communities is the driving factor behind KFG. We realize that if our citizens are in financial stress due to a lack of financial planning, our country will suffer. Helping build strong communities, strong families, strong businesses is KFG's passion. Although located in the heart of Niagara Falls, KFG supports their practice well beyond the Niagara region. With roughly 10-20% of their client base in the GTA, KFG is well diverse throughout southern Ontario. What we can do for you:
- Creative estate planning ideas
- Protect you and your family from the risks of death, disability/critical illness and living longer than expected
- Help you create tax-sheltered capital dividends for your private company
- Provide you with creative ideas on charitable giving using life insurance, annuities & Registered funds
- Show you concepts to protect your assets from creditors
- Provide you with asset allocation selections
Individual Plans:
- Life Insurance plans that grow tax-sheltered
- Income replacement coverage
- Critical Illness Insurance coverage
- Education Savings Plans (RESP)
- Life annuities
- Term annuities and term deposits
- Segregated fund investments with capital guarantees
- Registered plans (RRSP/RRIF)/Unlocking Registered Funds based on current legislation rules
- Tax Free Savings Accounts (TFSA)
Corporate Plans:
- Retirement & Estate Planning for Shareholders
- Partnership Insurance
- Key Man Insurance
- Group Insurance and Pension Plans
