Home

Insurance

Group Benefits

Wealth Management

Estate Planning

About TK

Careers

Contact TK

New Page

► Account Login

A valued and trusted advisor to professionals, business owners and corporations, Milan is the founding principal of TK Group and a member of the Society of Trust and Estate Practitioners, Canadian Advanced Life Underwriters, TiE and Barrington Wealth Partners. Milan's integrity, knowledge, and passion for financial planning are qualities his clients appreciate and trust with their integrated financial planning.

President and Managing Partner of TK Wealth Management, Steve's experience in the financial services industry is far reaching. A Certified Management Accountant with over 20 years experience, he is a strong advocate of maximizing after-tax family wealth. Using comprehensive financial advice and proven techniques, Steve delivers the right investment solutions for his clients.

As senior investment advisor of TK Wealth Management, Lori is responsible for creating investment strategies that enhance personal wealth. An advocate of building portfolios that achieve maximum returns with limited risk exposure, Lori believes in educating clients on the benefits of long-term investing through diversification.

Save, Grow and Protect Your Money

TK Wealth Management helps individuals and businesses plan for the future by identifying and implementing wealth accumulation and investment strategies.

Whether you're looking to save for a down-payment on your dream home, help fund your child's education or reward yourself with a retirement of travel, it's never too early or too late to start thinking about your financial goals. TK Wealth Management provides financial planning and retirement services that focus on investment structure and tax efficient solutions throughout the accumulation and withdrawal phases of your retirement plan.

For the business owner or professional, we can advise you on potentially creditor protected solutions for both registered and non-registered assets and can assist in attracting and retaining employees with a full range of flexible group retirement services.

We provide independent, unbiased financial advice and solutions on the following:

Financial Plans
Individual and Spousal RRSP's and RRIF's
Group RRSP's and DPSP's
Registered Education Savings Plan (RESP)
Severance and Pension Roll-overs (Federal and Provincial)
Investment Accounts
Locked in Accounts

Your best interest is our guarantee!

Your money can go farther! Call or email Lori or Stephen to book an appointment to review your investment and savings strategies. Mutual fund services are offered by TK Wealth Management through Independent Planning Group Inc. in the provinces of Ontario, Quebec, Alberta and British Columbia.