Kreitz Financial simplifies financial and insurance planning so you can stop worrying about money and start living the life you've earned.
Whether you're building wealth, protecting your family, or planning your exit — we build strategies around your life, not the other way around.
Custom roadmaps that account for your lifestyle, goals, and timeline — so retirement feels like a reward, not a question mark.
Disciplined, diversified portfolios with strong partnerships among Canada's top investment firms. Your money works as hard as you do.
Protecting the people who matter most. We help you find coverage that fits your family's needs without overpaying.
Protect what you've built and ensure it passes smoothly to the next generation — with minimal tax impact and zero confusion.
Key person coverage, buy-sell agreements, group benefits — we understand the unique needs of business owners.
One-on-one guidance for complex financial decisions. No jargon, no upselling — just clear, honest advice.
Eddie earned his CFP designation in 2020, making him one of the youngest in the country. With over a decade of experience, he built Kreitz Financial on a simple belief: your advisor should care about your return on life — not just your return on investment.
No hidden fees. No fine print. You always know where you stand.
Cookie-cutter plans belong in cookie factories. We build around your life.
Your plan evolves as your life does. We're in this for the long haul.
Whether you're growing a business, raising a family, or enjoying retirement — we've got your back.
Key person coverage, buy-sell agreements, corporate asset protection, and group benefits.
Life insurance, education savings, investment strategies, and long-term wealth building.
Retirement income planning, estate transitions, and strategies to make your savings last.
We simplify financial and insurance planning to help you maximize your investments and return on life. That's our promise.
Start Your PlanNo obligation at any stage. Just a clear path forward.
A free, no-pressure conversation about your goals, concerns, and where you stand today. We listen first.
We review your complete financial picture, identify gaps, and map out opportunities you may be missing.
A clear, actionable strategy built specifically around your life — not a template pulled from a shelf.
Regular check-ins, plan adjustments, and a direct line to Eddie whenever you need it. We're in this together.
He not only helped me achieve my immediate financial goals but also provided me with a roadmap to make long term decisions.
Their personalized approach and attention to detail gave us the confidence we needed to enjoy retirement fully.
They understand the unique financial needs of business owners and have helped us protect both our personal and corporate assets.
Book a free consultation with Eddie. No sales pitch — just an honest conversation about where you are and where you want to be.
Fill out the form and Eddie will be in touch within 24 hours.