Kevin Stefanson

Background

About Kevin Stefanson

I represent and service clients in three areas. • Independent Insurance Agent Work together to generate ideas, solve problems and identify opportunities that optimize wealth and legacy planning via insurance. Partner with Chartered Professional Accountants (CPAs), lawyers, specialists and actuarial trained resources who work with the client and their advisors to understand their insurance requirements. This process includes examining and analyzing the best products to address identified needs and situations, selecting the right product or combination of products, looking at how the insurance should be placed within the corporate structure or personal holdings to optimize estate planning and tax efficiency, and to find the optimal financing options should leverage be desired. Life, Disability, Critical Illness, Long Term Care & Group Benefit Insurance. Licensed Life Insurance Agent since 2012, sponsored by Canada Life Assurance Company. • Castle Mortgage Group TMG - Best rates and terms on Residential and Commercial Financing. Purchases, refinances, renewals, debt consolidation, self employed borrowers, new home buyers, good or bad credit. financing. Advice for First Time Home Buyers, how to beat the banks, self employed financing and private financing. • Castle Leasing - Get your equipment fast, increase your buying power, control your cash flow - equipment leasing, factoring As an independent agent, I have access to multiple providers, scour the marketplace for the best product & price and then I am able to offer those products to you, FREE of charge. I do not work for a specific company.I work for you! Independent, unbiased advice. My only objective is happy customers (my main source of referrals) and my income is not affected by the source companies profitability. After your transaction is completed, I maintain ongoing communication on the changing market as well as ensuring that your customized solution stays optimized. I would be pleased to meet with you, at your convenience, to discuss your changing needs and put together a plan with you and your family!