Article Topic: Featured

Financial thoughts, tips and tricks for you to consider.

Reality Check

I must admit … we just got a reality check. As a wealth strategist, my job is to advise people.     And one of the pieces of advice I am often giving is to “Be Your Own Banker” and control the banking function in your life. But I must admit, while making great strides...

Is your term insurance Bad?

Is your term insurance bad? As an advocate of wealth insurance and infinite banking policies, I am often asked, “Is term insurance bad?”. There is nothing inherently wrong with term insurance.   Its a cost-effective way to get people coverage and peace of mind.     ...

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905-425-5327 •

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2