Kitchener Financial Advice for Your Future

Money is tighter than ever. Risks are higher. Rip-offs are more frequent. Savings and investment options are wider. We're living longer but the future is less certain. So how can you protect yourself and your family, make your money work more effectively and reliably? In this climate, who are you going to trust for your financial advise and strategy?

Speak to an experienced financial advisor at Erb and Erb. We're more than insurance brokers. We're the Kitchener financial strategy experts you can trust, with more than 90 years' experience.

Our Financial Advisors Care About Your Individual Needs

Your Kitchener financial advisors at Erb and Erb know your needs are unique and that they change as you and your family do. So they take the time to understand them at the outset and stay in regular contact to ensure you always have the best possible financial advice, service and planning to meet your requirements and your budget.

Our Personal Life and Investment Services include:

  • Life insurance of all types, from low-cost protection for a fixed term to whole-life insurance that you can even use as collateral.
  • Disability insurance for wherever you are on the employment ladder.
  • Employee group benefits for individuals or businesses that meet today's demanding needs while containing costs.
  • Guidance from an expert financial planner on a retirement strategy that's tax-efficient and tailored to this crucial and lengthening phase of life, including
    • Retirement Savings Plans (RSPs)
    • Registered Retirement Income Funds (RRIFs)
    • Life Income Funds (LIFs)
    • Annuities
  • Guaranteed Investment Certificates (GICs) and Term Deposits

A Sound Financial Strategy is Not Just For Individuals

Our financial strategies for businesses is a vital benefit of dealing with Erb and Erb Insurance Brokers Ltd.  Have succession, investment or growth concerns for your business.  Take the time to contact us about getting a great understanding of all your business assets in one place. Great results start with a great plan.

Don't take our word for it read all these testimonials:

Financial Mapping Testimonials.pdf

Make This Important Decision To Learn More Today

Your financial advisor will aim to provide you with the best possible opportunities for financial growth and security within a prudent, flexible strategy.

That demands knowledge, access to the widest possible range of trustworthy financial products and services, and a keen eye for opportunity. That's why you can trust your financial advisor at Erb and Erb.

It's time to put your finances on a firm footing. Use the quick form on this page right now to request a free consultation with a Kitchener financial advisor or call us today for a free, no-commitment discussion – and look forward to a better, more secure future.