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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… Read more »
Area serviced: Dundas, ON
9059027799
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
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.

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Area serviced: Waterdown, ON; Burlington, ON; Hamilton-Wentworth, ON
9053314334
Area serviced: Toronto, ON; Stirling, ON
410-777-7024
Area serviced: Markham, ON; Addison, ON
905 707 1027
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… Read more »
Area serviced: St. Thomas, ON; London, ON
519-637-8466
I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions.Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll… Read more »
Area serviced: Richmond Hill, ON; Toronto, ON; Markham, ON
6476602989
Paul has been in the business since 1982, starting out with one of Canada Read more »
Area serviced: Sarnia, ON
519-381-3965
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… Read more »
Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON
8072272950
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… Read more »
Area serviced: Vermilion Bay, ON
807-227-2950