Find a CEA

With 30 years of experience in financial planning and wealth management, I have built my career around helping individuals and families make informed financial decisions and protect the wealth they have worked hard to create.

My experience encompasses retirement planning, investment management, tax-efficient strategies, estate planning, and the coordination of financial affairs during significant life transitions. I understand that serving as an executor requires more than financial knowledge—it requires organization, discretion, attention to detail, and a commitment to carrying out a person’s wishes with care and integrity.

As a Certified Executor, I bring a practical, experienced approach to the administration of estates. I work to help ensure that financial assets and obligations are properly identified and managed, documentation is organized, and the estate process is handled thoughtfully and professionally.

After three decades in financial planning, my goal remains the same: to provide families with confidence and clarity when they need it most. I take pride in being a trusted resource and in helping make what can be a complex and overwhelming process as organized and straightforward as possible.

Donald Kuepfer is an investment fund advisor & insurance broker and is part of the Investia Financial Services Inc. out of Milverton Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course. In addition he has CEA and RIS designations.

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.

Sadhana Kumar is a trusted and accomplished real estate professional with over 20 years of experience serving clients across Greater Vancouver and the Fraser Valley. As a Seniors Real Estate Specialist® (SRES®), Certified Professional Consultant on Aging (CPCA®), and Lifestyle 55+ Affiliate, Sadhana has built a reputation for guiding mature clients and their families through major life transitions with compassion, professionalism, and deep industry knowledge.

Her practice is rooted in integrity, education, and advocacy. With a keen understanding of real estate transactions for the 55+ community, downsizing and "rightsizing", Sadhana works collaboratively with senior focused professionals, businesses, and families to ensure a smooth and respectful process during emotionally sensitive times.

Sadhana is known for her ability to simplify complex processes and empower her clients with the knowledge they need to make informed decisions. She is also the administrator and member of Seniors Business Connect, a collaborative network of professionals and businesses dedicated to serving the senior community with care, dignity, and respect.

Her extensive background in real estate, combined with her specialized training in serving seniors, positions her as a valuable resource for executors seeking clarity and support. As a Certified Executor Advisor, Sadhana aims to further her ability to guide executors and families with the empathy and expertise they deserve.

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.

As a husband and father, CJ understands the value of trust and open communication, both at home and in the relationships he builds with clients. Rooted in legacy and leadership, he helps families lay strong financial foundations and build lasting wealth.

CJ holds a degree in Business Administration and brings a rare blend of creativity and strategy. He’s a certified copywriter through Ray Edwards and a graduate of Heroic Public Speaking, giving him the tools to make complex financial ideas clear, engaging, and actionable.

His belief is that solid financial planning creates the freedom to take bold steps, while still protecting what matters most. His own planning has given him the courage and confidence to explore, while keeping his family secure.

Outside of work, CJ is a certified shark diver and deep diver, a lionfish tracker, and a musician who plays bass, guitar, and drums. He also finds time to read and write.

He’s especially passionate about the overlooked value of segregated funds and whole life policies. In a market full of unstable, tax-heavy options, he helps clients see the long-term value of insurance-led strategies.

With focus and care, CJ helps clients build financial blueprints they can count on.

I am an EPC member.

I am also work as an Engineer and an Acupucturist.