
Kurtis Fleet Financial

Our Services
We provide Albertan Families, Individuals and Businesses with a comprehensive analysis of Insurance needs and Financial Services to maximize your wealth. Whether you are just beginning your Financial Journey or well on your way - we have access to numerous Banks, Institutions, Insurance Companies, Financial Products and Industry Partners to meet your needs.

Investing
I believe in the power of strategic and responsible investing. Whether you are planning for retirement, your children's education, or other life milestones, I am here and happy to support your journey. Providing expertise on both Registered and Non-Registered Accounts whether you are opening a brand new account or are looking to transfer accounts to maximize your returns I can help. (TFSAs, RRPSs, REPSs, Pension Transfers, Non-Registered Accounts, etc.)
Debt Restructuring Advise and Referrals
Whether you need to refinance your mortgage, car payments or credit cards if you have hit a road bump in your financial journey I can help you gain access to some of the top industry partners to ensure you get back on track towards your financial success.
Disability Insurance
Disability insurance is a type of insurance coverage that provides financial protection to individuals in the event they become disabled and are unable to work due to an illness, injury, or other medical condition. The purpose of disability insurance is to replace a portion of the individual's income, helping them meet their financial obligations and maintain their standard of living during the period of disability.
Corporate Wealth and Insurance Services
Corporate key person insurance, Employee Benefits, Corporate Wealth and Investing. I can assist you with a variety of corporate wealth management and financial strategies to help you and your company succeed.
Life Insurance
Life Insurance that Matters. Your family's well-being is our top priority. My range of life insurance products ensures that you can face the future with confidence, knowing that your loved ones are protected in every circumstance. I offer a variety of coverage options, from term life to whole life insurance, designed to meet your specific needs. I are here to educate you on the products available and determine your unique insurance needs.
Critical Illness Insurance
Critical illness insurance is a type of coverage that provides a lump-sum payment to the policyholder in the event they are diagnosed with a specified critical illness or medical condition. I work with you to source the best options for your Critical Illness needs - protecting both you and your loved ones
Health and Dental Benefits
Health and dental benefits insurance is a type of coverage that helps individuals and families manage the costs associated with medical and dental care. This insurance provides financial assistance for a range of healthcare expenses, including doctor visits, hospital stays, prescription medications, and dental treatments. Let me help get you access to Health and Dental Benefits to fit your lifestyle and needs.
Additional Services
I offer a wide range of additional Financial services including: Final Expense Insurance, Travel Insurance, Home & Auto referrals, Pet Insurance and partnerships with Funeral Planning and Mortgage Brokers. Let me know how I can help with your financial goals.
Let me help eliminate all the noise
and make sense of what matters most
