Balance
Helping educate about financial services to allow you ensure you can enjoy time now while still thinking about the future.
Team
Working in a team environment offering products from various carriers.
Building
Asking the questions that will help you build out your families goals.
About Koep Financial Group
Four generations of financial advisors starting back in Humboldt, Saskatchewan in 1929. Starting with Henry James Koep, followed by his son James Henry Koep in Lloydminster in 1952. John Koep would then go on to join the firm in 1983, before welcoming his son Kristofer in 2009 and son Andrew in 2020.
Where we can help
Insurance, Group Insurance, Pension, Investments
Life Insurance
Tailored Life Insurance Solutions for individuals and growing families.
Group Insurance
A range of benefits such as health insurance, retirement plans, paid time off, and more. By offering these services, employees can feel valued and supported, which can lead to increased job satisfaction.
TFSA & RRSP Management
Registered Investment options to help you work toward you and your families financial goals.
Investment Management
Segragated Funds, Mutual Funds, GIC’s to better help suit your investment profile.
Individual Health Plans
Individual health plans tailored to you, to allow you to have your health needs looked after, leading to a healthier you.
Corporate Plans
Insurance and Investment Solutions to help ensure your business goals are looked after, and in the best potistion to succeed.
Our team
John, Kristofer and Andrew proudly serving Lloydminster and area from 1983.
Andrew Koep
Financial Advisor
John Koep
Financial Advisor
Kristofer Koep
Principal