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Dundas, ON Contact

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, 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 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

Natalie Lacroix, CEA
Certified Financial Planner

Kitchener, ON Contact

Area serviced: Kitchener, ON

5196033111

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

Vincent Lam, CEA
Financial Advisor

Richmond Hill, ON Contact

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 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

Area serviced: Harriston, ON

Areas of Interest

Investment Planning
Tax Savings
Retirement Income & Savings Plans
Estate Planning
Group Savings & Benefits
Life Insurance
Disability/Critical Illness & Long Term Insurance

Donald enjoys getting involved through volunteer opportunities within his community, in particular through his local Lions Club.

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 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
affairs.

Area serviced: Kitchener, ON

Area serviced: Windsor, ON

Area serviced: Toronto, ON

Area serviced: Richmond Hill, ON; Toronto, ON; Markham, ON

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 have the necessary in-depth information you need to make your most important investment decisions.

I'm dedicated to working with you to ensure you achieve your financial goals.

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.