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

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 don’t 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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