Herod Financial Services is a team of Client Focused, Process Driven and Goal Based Financial Planners and Service Advisors. We believe in building lifetime relationships through active listening and responsive interaction, resulting in decisions that are "In Your Best Interest".
Kevan is a Financial Planner and holds the following designations Certified Financial Planner, Chartered Life Underwriter, Tax and Estate Planner, Certified Farm Advisor and Chartered Financial Consultant with over 35 years of experience helping people like you.
Kevan is a Financial Planner and holds the following designations Certified Financial Planner, Chartered Life Underwriter, Tax and Estate Planner, Certified Farm Advisor and Chartered Financial Consultant with over 35 years of experience helping people like you.
Services
Risk tolerance - the level of risk you can handle and still sleep at night, the quintessential "risk vs reward" battle. Capital Gain - partial inclusion in tax return; change in amount as governments need more money. Laddered Bonds - similar to laddered GIC concept but slightly higher rates than GIC, duration risk - locked in for specific time.
Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this.
If you've left a job or will be retiring soon, you may have the option to cash out your pension and put your pension's commuted value into a LIRA or an RRSP. Getting a lump sum will provide you with some investment opportunities, but it also comes with the risk that you'll be tempted to overspend early in your retirement.
Reviews (2)
Elbraheem Alsudany
Dec 18, 2021
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Looking for the best FOREX & STOCK Account Manager? Then I've brought you to all good news that Mrs. Janet Wilder is the Best FOREX, STOCK, BINARY OPTION & IQ OPTION online Trader, who can turn $500 into $6,500 in just 4days.... Ever since she started trading for me, I have never had any reason to regret my knowing her... contact her now Email: Janetwilder7@gmail.com WhatsApp: +13147629433
Lorie Gill
Mar 21, 2014
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Love the quality of service and friendliness at Herod Financial Services. They offer a wide array of services to meet individual, family & Business needs. They're extremely knowledgeable, easy to work with, and after your consultation - they only offer the services that meet with your Financial Goals & Needs. They truly are helping you... "Making plans to provide financial security and peace of mind."
