Kunz Financial Group: what makes us different? We aren’t salespeople - we are portfolio managers with Wall St. and Bay St. experience who actively manage your investment portfolio. Most Investment Advisors are simply mutual fund salespeople who don’t actually manage your money – you end up paying fees on fees (advisory fee on top of fees charged by mutual fund & ETF portfolio managers). We build customized portfolios specific to individual requirements with all our services covered by one, comprehensive fee.
Together with our partners, we offer a range of specialized services to meet your goals including personalized retirement planning, estate planning, and insurance through our in-house estate and insurance advisors. In addition, we can also assist with any banking, financing or mortgage needs through our banking partners. In turn, we work with your tax and legal advisors to ensure you are minimizing taxes and potential estate costs in the most efficient manner, no matter what your unique situation is.
We encourage frequent communication and questions – we enjoy devoting time to client education given we’re constantly evaluating market opportunities when making investment decisions. If you have net liquid assets greater than $500,000 and are looking for a higher level of service and sophistication, please contact us.
Company Details
- Founded
- -
- Address
- 505 1 St Se, 102,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Investment Management, Wealth Planning, Estate Planning, Insurance & Benefits, Tax Planning, Philanthropy, Banking Solutions, Portfolio Management, Insurance & Annuity.
- HQ
- Medicine Hat, Alberta
Kunz Financial Group Questions
Kunz Financial Group's website is https://www.kunzfinancialgroup.ca
Kunz Financial Group's LinkedIn profile is https://ca.linkedin.com/company/kunz-financial-group
Kunz Financial Group's industry is
Investment Management
Kunz Financial Group's top competitors are
Rowland Lahey Financial,
Valeriote Professional Services,
Generational Wealth Inc.,
Wealthlife Capital,
Margowealth,
Uptown Wealth Management Inc.,
North Shore Wealth Management - Burlington, On,
Stewart & Kett Financial Advisors Inc.,
Provisus Wealth Management,
Ortec Management Ag.
Kunz Financial Group's categories are Investment Management
Kunz Financial Group's founding year is 2010
