"For Every Stage In Life"
KP Fiduciary Solutions was created in early 2014, when three separate financial services entities (Korner Perspective, Brian Phillips and Allan Wentzel) combined their commercial fiduciary services interests into a single fiduciary services offering.
The motivation for the association was:
- To provide greater continuity for clients by moving the roles of estate administrator, trustee etc. from individuals to a company.
- To offer a more comprehensive fiduciary/ financial services solution to all clients (e.g. to include broader estate planning).
- To add much needed related services such as tax compliance.
- To leverage off each others skills and experience and to use this for the benefit of all our clients.
- To achieve greater critical mass, and to use this enlarged presence to market more widely and introduce required admin / support services.KP Fiduciary Solutions aims to provide its clients with a professional one stop estate and fiduciary solution.We exist simply to help our clients navigate the highly complex, technical, and often emotional world of estate planning by crafting simple and effective estate solutions.
Our slogan says it all "For every stage in life"!