We know talking about money can be super stressful.
But it doesn’t have to be.
Existing Clients
Have questions or need to make a change to your existing policy? We’re here and happy to help!
Wealth Without Willpower
Do you lack discipline? Hate budgeting? Surprisingly, for once, that’s actually not going to be a problem.
Goal Setting & Planning
Whether it’s paying off your debt, saving for a proper retirement or paying off your mortgage faster, you need something to strive for.
Saving & Investing
Banking, Saving and Investing can be overwhelming. We’ll help you sort your TFSA from your RRSP and all your other ABCDEFGs.
Life & Health Insurance
It can be uncomfortable to talk about but that doesn’t make it any less important. You might not get a second chance to do it right.
Mortgages & Real Estate
Not a real estate agent. Not a mortgage broker. Not a doctor. Shhh. But we can help you save to buy a big ol’ house and pay off the mortgage fast.
Our Story
I started Tallkirk Financial Group Inc. after undergoing my own financial transformation and realizing how frustrating it is when you want to do the right thing but just aren’t sure what to do.
You were never really taught it in school.
CPP, RRSPs and TFSAs. Mortgages and taxes and child care costs. The list goes on and on.
Thanks to the internet and the lunch room, there’s a lot of information out there and a lot of people telling you what you should do.
But that’s where we’re different.
We start by asking what YOU actually WANT to do.
From there, we work backwards to create a plan of attack and the concrete steps needed to make it happen.
Let us worry about:
- What you should invest in
- How much you should put towards a down payment vs your student debt
- How you’ll pay for your kid’s education
- Or if you’ll have enough money when you retire
So that you can focus on the things that matter to you.
The process is simple and the impact is profound.
Let’s see what your first step should be!
Testimonials
“Kirk’s helped me halve my debt in less than three years, while also saving money for the future. He’s super chill, never makes me feel bad or intimidated, and sometimes pays for my coffee when we meet.” – Marylyn
“Kirk has been fantastic to deal with. He makes sure to help you understand your full financial situation before coming up with a plan together. One thing I appreciate is that Kirk is very calm when the markets are up and down. When I go to hit the panic button he steadies my hand. The plan we came up with has unfolded just like we talked about and this has lead me to feeling very financially secure. I would highly recommend Kirk for anyone looking to improve their financial situation.” – Tory
“I met with Kirk in person and, it was so relaxing. No stress and, we were talking about my financial future. He was informative. The best was he listened to me. His knowledge and confident manner left me feeling safe and secure. I would highly recommend setting a date to discuss your finances.” – Beverley
“Kirk’s helped me halve my debt in less than three years, while also saving money for the future. He’s super chill, never makes me feel bad or intimidated, and sometimes pays for my coffee when we meet.” – Marylyn
“Kirk is the only person, outside of family, that I trust to keep MY best interests in mind when supporting me with financial decisions. He is super approachable and honest. He welcomes all kinds of questions—even ones with seemingly obvious answers—and explains complex concepts in an easy-to-understand way. He genuinely cares about his clients and about helping them achieve their goals. I’d recommend him in a heartbeat to anyone looking to improve their financial well-being.” – Chloe
“Kirk is a very friendly, calm and knowledgeable person to work with. He’s been invaluable with helping my family navigate our financial planning through many years and stages of our lives. He’s always able to talk us through our various options and actually follow through on arrangements. We recommend him to everyone!” – Jody
“Known Kirk for years. Has always had a positive, no pressure approach to finding out what investment strategy and risk tolerance works for my family and going about the best route with a non-biased professional opinion. Very happy with Kirks ambition to build wealth and look out for my families financial future! Would always recommend him!” – Jordan
“Kirk is wonderful to work with. He explains everything in an understandable way and wants what’s best for his clients. He is great at helping you work towards your goals, no matter what they are and tailors everything to the individual client. I do not feel like just a number working with Kirk and recommend him to anyone seeking financial advice.” – Lauren
“Kirk is a great financial advisor who talks to you like you’re a person. I’ve had nothing but positive experiences with him. He gives great advice and I’ve only seen my finances grow since becoming a client of his.” – Billy
“We’ve been working with Kirk for years and have always had a great experience.” – Sam