Kaizen Insurance & Financial Services Ltd

Kaizen Insurance & Financial Services Ltd Comprised of financial advisors and insurance brokers committed & invested in your family & business.

Phone: 403-608-8066, 403-607-8823, 403-252-8231
Please call for appointment

09/03/2026
Connecting with our community at the FAA Summerfest 2026.
08/23/2026

Connecting with our community at the FAA Summerfest 2026.

“Teaching minds, touching hearts, and transforming lives" as inspired by St. John Baptist de La Salle, patron saint of a...
08/23/2026

“Teaching minds, touching hearts, and transforming lives" as inspired by St. John Baptist de La Salle, patron saint of all teachers.

continuous improvement one step at a time ... consistently.
08/07/2026

continuous improvement one step at a time ... consistently.

Attended iA Due Diligence at their main office in Quebec. “We are committed and invested in your family’s protection and...
07/25/2026

Attended iA Due Diligence at their main office in Quebec.

“We are committed and invested in your family’s protection and financial future, the Kaizen Way”

With VP for underwriting at iA main office in Quebec.
07/21/2026

With VP for underwriting at iA main office in Quebec.

Cavalry FC vs Vancouver Whitecaps FC. Thank you CJ of Humania for the invite.
07/14/2026

Cavalry FC vs Vancouver Whitecaps FC. Thank you CJ of Humania for the invite.

TRAVEL INSURANCE. Had an informative training with Allianz sales director Kay. For your travel insurance needs, we can h...
07/10/2026

TRAVEL INSURANCE. Had an informative training with Allianz sales director Kay. For your travel insurance needs, we can help you through this global company - Allianz.Please feel free to reach out to our advisors. Living Benefits by Cher Jay Barrientes Jong Icasiano Antonio Virginia Quintin.

A good friend and client's LIRA personal rate of return. Interesting question though... can a LIRA be converted to an RR...
07/06/2026

A good friend and client's LIRA personal rate of return. Interesting question though... can a LIRA be converted to an RRSP ? Yes. The process is converting the LIRA into a LIF then depositing into the RRSP account. However, only 50% can be deposited into an RRSP and the other 50% remains as a LIF. Money in LIF as a min and max % to withdraw. Withdrawals are taxable. It is good decision, when withdrawing in registered accounts, you now belong to a lower if not the lowest tax bracket. Good returns by the way.

* returns are influenced by many factors one of which is your investor profile.

Celebrating Canada Day and our Annual Stampede Lunch!!! Living Benefits by Cher Jong Icasiano Antonio
07/03/2026

Celebrating Canada Day and our Annual Stampede Lunch!!! Living Benefits by Cher Jong Icasiano Antonio

Address

Unit 200, 1001 1 Street SE
Calgary, AB
T2G5G3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14036088066

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