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Kurt
Baumgartner

Telephone: 613-224-5511 Ext 103
Fax: 613-224-5563 kurt@PFIP.ca
Languages: English, German
Available to the Residents of: Ontario & Quebec
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I
Love Referrals
A good financial planning practice
doesn't just happen. It is the result of diligence, honesty, and just
plain hard work along with the help of many clients who have become
good friends. I am deeply grateful to those who continue to express their
confidence in me by referring their friends, relatives, and business associates
for their financial protection needs. I depend on the confidence of my
clients for the continued health of my business. Referrals are the best
illustration of satisfaction for the things I do.
Do
You Mind if I Blush?
Here's what some of my clients are saying about the financial services
that I provide:
Here is what some of my clients are saying about the
life insurance and investment services that I provide:
Kurt is always prompt to return my phone calls and presents all
the options available to me for an informed choice
Mr.
Baumgartner shows a keen interest and goes out of his way to ensure complete
satisfaction. Everything is well prepared and researched beforehand. This
makes my decisions that much easier.
The
reason I recommend Kurt is his service. He returns calls, he answers my
questions, and he sees me to make the changes I need
Mr.
Baumgartner makes me aware of the taxes I was exposed to with my investments
and he helps me take preventative measures to reduce my tax burden
The
best thing about Kurt is that his language is plain and clear. If I dont
understand something, he takes the time to explain it. I never feel unprotected"
"Over
the years I have been pleased with your service and personalized approach
to meeting my insurance needs. You can be assured of my continued loyalty
as one of your clients."
Thank you very much for all of your good and very professional work,
and thank you for being a great guy to work with."
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Kurt
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