professional financial planner I love what I do to help individuals and couples
feel good about having a financial plan in place that helps them take control
of their money. I have experience helping clients manage cash flow and
awareness of unconscious spending. I provide education and recommendations
regarding life, critical illness and disability insurance and investments, from
speculative, savings to long term investing. With my clients I celebrate when
their priorities are achieved, and we discuss new goals to focus on to keep their
plan relevant and evolving with their lifestyle.
I am a passionate Family Business Advisor and Mediator. An estate transforms into a Family Business when the last surviving parent passes and now we have a business with partners who need the guidance and advice to execute the final wishes of their parent. It doesn't always go smooth and being able to manage individual expectations and efforts is a key strength I possess and as such can guide the family through the process and maintain harmony!
Donald Kuepfer is a financial advisor & insurance broker and is part of the McLaughlin Financial Group out of Listowel, Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course.
Areas of Interest
Donald enjoys getting involved through volunteer opportunities within his community, in particular through his local Lions Club.
We are financial advisors for mature individuals and their families. We created the Life Advocate Program, designed to help manage the finances and health of an aging person.
A financial advisor for over 20 years, PJ is dedicated to helping clients achieve their investment goals. His attention to detail, tenacity and willingness to help identify goals and potential obstacles makes him a trusted resource for his clients.
Rick has over 25 years experience in helping clients.
At RLA Financial, we
believe that all success in Life comes from the conviction to “Design Your One
Life, Your Way” to provide: CLARITY of Your Financial Life, Financial STABILITY and, A LEGACY for You and Your survivors.
Through The REAL LIFE Approach® we help you: Develop the VISION of Your Life, DESIGN a Plan to realize that vision and Create ORGANIZATION of all your Financial
Jason Laidler has been a leader in the financial planning industry for almost two decades! He takes the role of 'advisor' very seriously and has very little patience for those advisors who do not. He is a former member of the board of the Canadian Institute of Financial Planners (CIFPs). He is a former Certified Seniors Advisor (CSA). He became a Certified Financial Planner (CFP) in 2001 and now, he is proud to add that he is also a Certified Executor Advisor (CEA). He is also the proud owner of avoidprobate.ca -- a financial planning company that specializes in helping people avoid the probate mess including the probate fees, accounting fees, legal fees and delays. The probate rules in Ontario changed in 2015 and, needless to say, they didn't make it easier or less expensive for anyone. If you have any questions at all, please do not hesitate to contact Jason directly at 1-844-NO-PROB8 (1-844-667-7628). You have options! The banks can't do what we can do! Call us for a no cost opinion.
Paul has been in the business since 1982, starting out with one of Canada
Paul’s team is made up of Matthew Lane who joined TD Wealth in February of 2018 and Annette Balog who has been working with Paul for over 20 years. The team’s Mission is to provide clients with sound investment and financial planning advice while adhering to the core values of honesty, integrity and family. Our vision is to assist families in navigating the complex landscape of financial, tax, and estate planning services. We take a holistic approach to your financial affairs based upon a comprehensive analysis of your individual situation; matching your goals and investment time horizons to the appropriate investment vehicles. Our overall emphasis and expertise with our clients is tax and estate planning.