About Us

Kim Shaheen

With over 47 years of experience in financial and insurance advising, Kim Shaheen has dedicated his career to helping clients secure their financial futures with confidence. His extensive background encompasses comprehensive financial planning, retirement strategies, wealth management, and a wide range of insurance solutions tailored to each client’s unique needs and goals.

Kim’s approach is grounded in trust, integrity, and a commitment to personalized service. He takes the time to understand each client’s financial situation, risk tolerance, and long-term aspirations, crafting strategies that provide peace of mind and financial security. His expertise in both financial planning and insurance allows him to design holistic solutions that address wealth preservation, income protection, and legacy planning.

Over the decades, Kim has built strong, lasting relationships with his clients and their families, often working with multiple generations to ensure that their financial plans remain resilient and adaptable over time. Known for his attentive, client-first approach, Kim prioritizes transparent communication and a dedication to helping clients make informed decisions at every life stage.

If you’re seeking a seasoned advisor who brings decades of experience and a genuine commitment to your financial well-being, contact Kim Shaheen today to begin planning for a secure and prosperous future.

* This individual is registered with Portfolio Strategies Corporation.