TK Financial Group provides integrated financial and pension services to corporate, self-employed and professional clientele. We are one of Ottawa’s leading independent professional financial planning firms with a proven solutions approach to serving client’s needs.
More than twenty years ago a vision was born; a vision of an independent brokerage company that has their client’s best interests at heart; a company that is dedicated, that takes every opportunity to get to know its clients on a personal level, develops long-lasting relationships in order to deliver professional advice and service. As time went by, our company and our family grew and now our team of professionals has more than a century of combined experience with one goal in mind: to advise future and existing clients how they can gain control of their financial well-being, by staying protected in the face of adversities and by protecting their loved ones while taking the edge off their sleepless nights. Ultimately we want to help our clients to be financially better off. Our clients have made good use of the TK Financial Group’s professional advice to create unique strategies that meet their needs while achieving their overall goals.
As an independently Canadian owned company, our team is specialized in tailoring services to meet your needs by researching and keeping up to date on legislation and current market trends. Unlike most financial institutions that focus on selling a specific product, at TK Financial Group we do not just sell specific products, we make use of all the products that are on the market to create a unique plan of action in order to help you be prosperous, protect your assets, protect you as an individual and your loved ones, while minimizing the negative impact of fluctuations in the market. This approach has helped provide an excellent service to our clients while aiding them in accumulating wealth by using tax-planning efficiencies and risk management approach. Our belief in creating the perfect financial strategy is understanding your wishes and leaving no holes in your plan.
Our promise here at TK Financial Group is that you will always be treated as part of our family and be rest assured that we have your best interests at heart. We make a concentrated effort to build strong bonds that will enable us to working together to achieve your goals.
We invite you to come in and speak with us to determine if there is a fit for us to work together. Give us a call at 613-728-7030 to book your appointment! Let us entice you with our broad spectrum of financial services, like:
Innovative and customized solutions with: life insurance, disability insurance, critical illness insurance and long term care. Learn more »
By completing an Estate Plan you are able to take maximum advantage of tax planning opportunities throughout your life and ensure that CRA or IRS does not become the major benefactor on your death. Learn more »
At TK Wealth Management Inc. our financial planners will provide you with the financial planning advice required to make your financial goals a reality. What are your dreams? We’re listening!
Let us minimize your level of worry and eliminate your sleepless nights by protecting and prospering your estate while giving you the time to enjoy the attention of your loved ones. Learn more »
TK Accessibility Policy
TK Financial Group is committed to excellence in serving all our customers, including those with disabilities. To comply with the Accessibility for Ontarians with Disabilities Act we have implemented policies and procedures. A copy is available upon request.