Instant Access

Instant Access

Feel like taking action immediately?

Consultation to ensure you are getting the ideal solution to meet your specific needs is always recommended, but the options below are available if you desire self-directed options.

Financial Planning –

Determine what areas of financial well-being need attention by answering a generating an easy-to-understand progress report with a grade for 8 different financial well-being categories and an overall Grade Point Average. Huston & Krauss Financial Services can help you build on the results for further planning recommendations.

Investments –
Wealthsimple

Utilize one of the top Canadian online investment management services to create an investment portfolio of low-fee funds that are designed to meet your financial goals.

Personal Health Insurance –

Health and dental coverage made easy with flexible options at affordable prices through Canada’s only not-for-profit
benefits provider.
(BC & Ontario Residents ONLY)

Travel Insurance –
Tour Med

Travelling outside of your home province can result in exorbitant bills if you end up requiring medical assistance while you are away. You can also obtain coverage for trip cancellation & interruption, lost or stolen baggage, and
accidental death & dismemberment.
(BC & Ontario Residents ONLY)

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IF YOU ARE LOOKING FOR MORE INFORMATION, GIVE US A CALL OR SEND US AN EMAIL