I possess over 20 years of experience in the IT field specializing in executive support for members of the accounting, government, legal and pharmaceutical sectors.
My transition into Real Estate was a natural progression, as I have traveled to many destinations worldwide developing an appreciation for fine architecture and interior décor. While taking my first few Real Estate courses I knew that I had to specialize to make an impact in the highly competitive Toronto market. So, I etched out a niche that allowed me to continue working closely with seniors.
I found a passion in working with the elderly, from my early years watching my mother who was a Geriatric Nurse for over 40 years’ work with her elderly patients within the community, to working as a Candy Striper and Dietary Aide in several Toronto area hospitals, to owning a company that delivered prescription medication to primarily seniors. My desire to service the aging marketplace compelled me to secure several designations including the Certified Executor Advisor (CEA).
My goals remain steadfast; to be your complete solution for all your downsizing & real estate settlement needs by using my Signature C.R.A.F.T. system.
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.
With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council of Canada, the Fellow of the CSI (FCSI) designation conferred by the Canadian Securities Institute and the Certified Executor Advisor (CEA) designation conferred by the Canadian Institute of Certified Executor Advisors.
I look forward to exploring investment strategies and solutions with you as we work together towards achieving your uniqwue financial goals.
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death.
We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death.
We believe that grief is hard enough. We are dedicated to making final documents simple.
Call us today to get started.
306-500-9625 or toll-free at 1-800-500-2135
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!
As an award winning Certified Financial Planner, I help clients get more out of their finances, so they can get more out of life. I provide customized financial guidance in the following six key areas: Estate Planning, Tax Planning, Insurance Planning, Retirement Planning, Mortgage Planning and Investment Planning.
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.