Bonita Jane Kee

Bonita Jane Kee, CEA

Bonita helps businesses and individuals navigate their financial and employee benefits needs with expertise and care. As an Independent Financial Advisor at Customplan, she specializes in designing and managing employee benefits programs that balance cost-effectiveness with employee satisfaction. Bonita works closely with organizations to ensure their benefits plans align with their goals, providing personalized guidance and seamless implementation.

With a strong background in financial services and operations, Bonita brings a proactive and client-centered approach. She ensures that clients receive timely, efficient service and solutions tailored to their needs. Licensed in both insurance and mutual funds, Bonita is committed to helping clients make informed financial decisions. She is also an active member of Advocis, staying up to date with industry best practices to better serve her clients.

Mutual funds are offered through Investia Financial Services Inc.