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 30 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
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.
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
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.