Secure Your Future With
Kreitz FinancialWe specialize in simplifying financial and insurance planning to help you maximize your investments and return on life.
About Us
Independent Financial Guidance for Families & Business Owners
At Kreitz Financial, we help individuals, families, retirees and business owners make confident financial decisions for every stage of life. As an independent advisory firm, we provide personalized retirement planning, investment management, life insurance, and estate planning designed to protect and grow your wealth.
Kreitz financial has strong partnerships built with the top investment and insurance companies to always be able to offer our clients the best solutions and products available.
You deserve advice that puts your goals first. Whether you are building your nest egg, managing a growing business, or preparing to pass on your legacy, we will help you make smart, informed choices that give you peace of mind.
Who We Serve
Dedicated to serving diverse clients with personalized financial solutions
One-on-One Guidance
No cookie-cutter advice here. You will work directly with a dedicated expert advisor to get into the nitty-gritty of your life, from those 'how much can I drop on concert tickets' moments to 'how can I make a Sabbatical in Spain work' questions.
We will help you get clear on your goals, what you value most, and even the money questions you didn't know you had.
What Our Clients Say
Real experiences from families and businesses we've had the privilege to serve
“The idea of "letting your money work for you" was something that appealed to me but something I had limited knowledge about how to actually put into practice. That all changed after I started working with Eddie. He not only helped me achieve my immediate financial goals but also provided me with a roadmap to make long term decisions. Through the process Eddie always takes the time to explain different investment strategies which allows me to understand what's best for my situation and provides confidence in the path ahead. If you're looking for sound financial advice that is tailored to help you reach your individual goals, Kreitz Financial is the place for you.”
Andrew J.
Young Professional
“Kreitz Financial has been instrumental in helping us plan for retirement. Their personalized approach and attention to detail gave us the confidence we needed to make important financial decisions.”
Sarah & Michael T.
Retired Couple
“Working with Eddie and his team has been a game-changer for our business. They understand the unique financial needs of business owners and have helped us protect both our personal and corporate assets.”
David C.
Business Owner
“The team at Kreitz Financial took the time to understand our goals and created a comprehensive plan that addressed all our concerns. We finally feel in control of our financial future.”
Jennifer M.
Professional
Kreitz Financial Core Services
Comprehensive financial services designed to secure your future
Our Story
Building trust through expertise, integrity, and personalized service
10+ Years of Trusted Service
With an award winning and industry recognized 10+ years of experience dedicated to simplifying financial and insurance planning for Canadians, we are proud to welcome you to Kreitz Financial. In 2020, President and Founder Eddie Kreitz became one of the youngest Canadians to achieve the Certified Financial Planner designation. It is with the same tenacious work ethic & diligence that we execute our mission to empower our clients to take actionable advice to live financially independent while maximizing their return on investment and life.
Kreitz Financial is your partner in helping make your goals possible. We understand how hard our clients work for their money and at Kreitz Financial it our duty and honour to ensure that your money works just as hard for you. We are here to help create a clear plan and path to build a life that you'll love.
Our Commitment to You
- Transparent, honest communication
- Personalized solutions, not one-size-fits-all
- Ongoing support and relationship building
Get In Touch
Ready to secure your financial future? Contact us today for a personalized consultation.
Contact Information
Phone
(204) 291-1087Why Choose Us?
- Free initial consultation
- Personalized financial planning
- Ongoing support and reviews
- Transparent fee structure