Financial Consultation Services in Kitchener

Feel Good About Your Investments with Our Financial Services in Ontario

Plan Your Future with Ontario-wide Financial Services

Planning for your financial future can seem difficult. You never know what pitfalls lay ahead or how to make the most of your current opportunities.

However, the team at D. A. Kurt Insurance Brokers Ltd & Financial Services can give you insight and resources that will steer you in the right direction.

Find the Right Approach to Your Financial Well-Being

Our insurance agents offer a variety of financial services, including:

  • Retirement savings plan (RSP): Registered RSPs have special tax benefits that help you prepare for retirement. They can significantly lower the income tax you pay each year. They also let you enjoy years of deferring taxes while your savings grow.
  • Registered retirement income fund (RRIF): RRIFs can use the funds in your RSP to generate more money. As with RSPs, they allow you to defer taxes. They have a few differences, however, such as a minimum withdrawal requirement and a restriction on contributing to them after a certain point.
  • Disability income: If a disability inhibits your earning potential, you can receive taxable monthly support due to the Canada Pension Plan Disability Benefits. This income takes you and any dependents into consideration.
  • Multiple-person and custom policies: We understand that you want coverage for your family as well as yourself. We will match you with the policies fit for your situation, rather than pushing coverage you don’t need. This enables you to save money and reinvest that income in other areas, such as your RSP.

It is our intent to find the perfect investments for your financial plans. We will thoroughly review all the options available to you and ensure that everything is explained clearly and you feel confident in your investments.

Not sure what services you need? Our advisors will answer any questions you may have while keeping you informed about your options. This will help you make smart decisions about your financial future.

Mutual Funds & Investments

We are also certified to offer investment advice to go alongside our financial planning services. There are hundreds of mutual funds one can invest in, and choosing the right one for you can be a very daunting task. The best product for you will depend on a multitude of factors, including your level of investment, targeted time-frame and your risk attitude.

Schedule an Appointment

At D.A. Kurt Insurance Brokers Ltd & Financial Services, our knowledgeable brokers will address and explain any issues you may have. Then, we’ll help you choose your policy wisely. For more information about our financial services, please call or send an e-mail to

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