Executor support either proactively to document and communicate information for your Financial Power of Attorney and Executor or reactively when your Power of Attorney or Executor are fulfilling their responsibilities. I have an EPC designation and experience as a corporate controller for various Canadian pubic companies. My business provides provides personal service to families to communicate their wishes and preferences down to the last detail for the important individuals they have appointed as their Power of Attorney or Executor.
I am a financial advisor and portfolio manager primarily servicing high net worth families and business owners. My practice is focused on assisting clients through complex transitions such as major asset sales or purchases, retirement, and estates. I started with my career with Rogers Group Financial in 1993.
Independent Senior Financial Advisor under Experior Financial Services in the Cold Lake and area.
Experior Financial Group offers a diverse selection of brokered insurance coverages including UL, Term, Disability, Critical Illness, Permanent Life Insurance, Health & Dental, Travel, Long Term Care & Group Insurance and also Mortgage/refinancing, paralleled with home and auto referrals. As a Certified Executor Advisor having orchestrated numerous family deaths as an executor I come with experience second to none. Being prepared is the key to a fluent transition prior to a passing of a loved one, so lets connect and chat to make sure everything is in place.
How do you spend your play cheque? Show me your dream board and I'll show you how to reach your dreams.
As both a Certified Financial Planner (CFP) and Certified Cash Flow Specialist (CCS) I work with families to achieve their financial dreams. By providing people a track to run on with a written plan that supports them in their daily lives. Something measurable that one can feel good about. That is the basis for getting your financial house in order. To ensure you and your family are enjoying today, while preparing for the future, as well as life's unexpected events along the way. So you are in control of your financial future.
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.
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.
Advising Clients for 30 years in all areas of Financial Planning. Specialize in Retirement and Tax and Estate Planning for individuals and families.
Also able to sell and service many types of Life Insurance.
Jason Laidler has been a leader in the financial planning industry for almost two decades! He takes the role of 'advisor' very seriously and has very little patience for those advisors who do not. He is a former member of the board of the Canadian Institute of Financial Planners (CIFPs). He is a former Certified Seniors Advisor (CSA). He became a Certified Financial Planner (CFP) in 2001 and now, he is proud to add that he is also a Certified Executor Advisor (CEA). He is also the proud owner of avoidprobate.ca -- a financial planning company that specializes in helping people avoid the probate mess including the probate fees, accounting fees, legal fees and delays. The probate rules in Ontario changed in 2015 and, needless to say, they didn't make it easier or less expensive for anyone. If you have any questions at all, please do not hesitate to contact Jason directly at 1-844-NO-PROB8 (1-844-667-7628). You have options! The banks can't do what we can do! Call us for a no cost opinion.