Because you want to grow more than your portfolio

When you want answers, you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

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OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Pillar 1

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Pillar 2

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Pillar 3

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

Mature couple at lakeside firepit

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

0x
No Advice
1.5x
4-6 Years of Advice
1.99x
7-14 Years of Advice
2.73x
15+ Years of Advice

The Human Dimension of Financial Advice

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Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

OUR TEAM

25+ Years of Experience

Chase Walker

Bcomm, CFP®, CIM®

Senior Wealth Advisor

Chad Urschel

CFP®

Financial Planner

Our Team

What our clients say about us

❮ ❯

We've trusted Chase with managing our investments for over 10 years and couldn't be happier. Over the years Chase has customized his advice and resources as our specific needs changed, making for a successful and exciting financial journey. Chase is approachable, caring and provides excellent advice, leaving us feeling secure and confident with our finances.

Heather & Chantal - Lawyer & RCMP

I trust Chad and his team to make sure my money is working hard, I am not paying more tax than needed and my finances are in order.

Raymond Hanasyk

We have been clients of KLM for well over 15 years, with Chase managing our investments for the past decade. Throughout various market fluctuations, we've been consistently pleased with the performance of our retirement investments under KLM's guidance. Chase has always been attentive to our needs, and interactions with the office staff are both prompt and efficient. As we transition into retirement, we are confident that Chase will continue to be an invaluable advisor, helping us navigate our spending years with the same expertise and care we've come to rely on.

Kevin & Janet FedorakSoftware Engineer & Nurse

I have been with KLM financial for several years now. Chad Urschel currently manages my portfolio, and I am very pleased with its performance. I really appreciate how approachable Chad is, and how he keeps in contact with me regarding investment strategies. I feel fortunate to have Chad in my corner through my retirement.

Robert West
 
 
 
 
 
 

Insights

For advice that makes a difference

 
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We grow our business through client referrals only.