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www.upfinancial.ca

B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including  business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts, insurance proceeds, and inheritances.

He has been ranked as one of Calgary's Best Financial Advisors.

As a
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

• 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.

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.