Imagine Your Future

When you are one of the select few working with a team of experts, time is allocated in your favour.

Your journey starts here…

THE 360° PROCESS

Planning your financial future is a lot like planning a trip. You know where you want to go, but what is the best route to take and what will you do when you arrive?

We’ve been guiding people like you towards financial success through better investment performance and tax-efficient strategies. It all starts with getting to know what matters most to you and your family and learning about where you see yourselves in the future. We then work to develop a customized financial plan that not only keeps you on course, but also provides you with security for any detours or roadblocks along the way.

Our proven 360° financial process is a complete financial solution you can count on.

KPW Life Plan

The creation of a satisfying and fulfilling vision of life and the discovery of how to achieve that vision.

Let's Work Together

We have a passion for helping others become financially successful.

Strategic Planning

After we know you better and understand your resources and goals, we can help you develop a personalized strategic plan to make your dreams a reality.

Contact Us

Kleinburg Office
91 Anglewood Court
Kleinburg, ON L0J 1C0

Phone: 905-893-2540
Fax: 866-893-2629
[email protected]

Pickering Office
KPW NAUTICAL VILLAGE
613 Liverpool Rd.,
Pickering, ON L1W 1R1
Phone: 905-492-4431

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