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Donald Kuepfer, CEA
Financial Advisor,CEA

Harriston, ON Contact

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
Investment… Read more »

Area serviced: Harriston, ON

519 778 9994

Laura Kugler, CEA
Donor Services Associate

Edmonton, AB Contact

Area serviced: Edmonton, AB

780 999 7559

Tannis A Kungl, CEA
Senior Accounts Service Representative

Revelstoke, BC Revelstoke, BC Contact

Area serviced: Revelstoke, BC

250.837.6291 ext 239

Nathan Kupusa, CEA
President, Advisor

Waterdown, ON Contact

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.

Read more »

Area serviced: Waterdown, ON; Burlington, ON; Hamilton-Wentworth, ON

9053314334

Peter Kursell, CEA
Financial Advisor

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON; Stirling, ON

410-777-7024

Paul Kwan, CEA
Investment Advisor

Markham, ON Contact

Area serviced: Markham, ON; Addison, ON

905 707 1027

Rick Lachine, CEA
CFP AFCC EPC CEA CCS

St. Thomas, ON Contact

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… Read more »

Area serviced: St. Thomas, ON; London, ON

519-637-8466

Natalie Lacroix, CEA
Certified Financial Planner

Kitchener, ON Contact

Area serviced: Kitchener, ON

5196033111

Jason Laidler, CEA
President

Queensville, ON Contact

Area serviced: Queensville, ON; Aurora, ON; Newmarket, ON; Georgina, ON; Uxbridge, ON; East Gwillimbury, ON

4168983635

Ann Laing, CEA
Certified Executor Advisor

Windsor, ON Contact

Area serviced: Windsor, ON

519-969-5841

Billy Lam, CEA
Inside Sales Representative

Toronto, ON Contact

Area serviced: Toronto, ON

4168407970

Paul Lane, CEA
V.P. Investment Advisor

Sarnia, ON Contact

Paul has been in the business since 1982, starting out with one of Canada Read more »

Area serviced: Sarnia, ON

519-381-3965

Debbie Lang, CEA
Certified Financial Planner

Vermilion Bay, ON Contact

Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON

8072272950

Emma Lang, CEA
Financial Security Advisor

Vermilion Bay, ON Contact

Area serviced: Vermilion Bay, ON

807-227-2950

Marc LaPointe, CEA
Certified Financial Planner

Saskatoon, SK Contact

I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly,… Read more »

Area serviced: Saskatoon, SK

3062442424

Area serviced: Edmonton, AB

Area serviced: Revelstoke, BC

Area serviced: Waterdown, ON; Burlington, ON; Hamilton-Wentworth, ON

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.

Area serviced: Toronto, ON; Stirling, ON

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.

Area serviced: Markham, ON; Addison, ON

Area serviced: St. Thomas, ON; London, ON

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
affairs.

Area serviced: Kitchener, ON

Area serviced: Queensville, ON; Aurora, ON; Newmarket, ON; Georgina, ON; Uxbridge, ON; East Gwillimbury, ON

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.

Area serviced: Windsor, ON

Area serviced: Toronto, ON

Area serviced: Sarnia, ON

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.

Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON

I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time to
understand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them. I am now better able to assist my clients with the many questions that arise if they are required to carry out the responsibilities as an Executor/Executrix. I am also able to sit down with clients and their families to help them implement Estate Planning. Through hard work and persistence I am driven to provide strategies to assist my clients in developing a sound financial plan to help them make informed choices when faced with life’s inevitable changes.

I can help you plan to live the life you want with the
resources you already have. Whatever your needs, working with a CFP professional is a crucial step in helping you ensure your current and future financial well-being.

Being born and raised in Northwestern Ontario I understand
the challenges that people face living in a small rural community. Having had 25 years of experience in the financial services industry provides me with even more opportunities to assist my clients with every aspect of their
financial planning.

Area serviced: Vermilion Bay, ON

Have you just launched your career? Get off to the right start with a solid financial security plan for
today and tomorrow.
I’m here to help you see your financial options without complex jargon – so you have a clear
understanding on how to take control of your future.
Whether you’re saving for a down payment to buy your first home, a trip around the world, or the
freedom to stop working entirely, I can help you develop a custom financial security plan to put you
on the right track toward financial independence. Contact me today.

Area serviced: Saskatoon, SK

I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.

I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.

My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.

In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.

In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.

In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.

In 2016, I completed the Canadian Securities Course with honours.