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.
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.
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.
As a Wealth Advisor with TD Wealth Private Wealth Management, I am supported by the significant resources of TD Bank Group who can provide customized wealth management and banking solutions for select groups of clients and their families with tailored financial counsel and services. Using TD's exclusive processes, they build customized wealth management solutions to help clients realize their goals – whether that means estate planning, credit solutions, planning for retirement, charitable giving, or business succession planning.
My career with TD has spanned over 35 years, specializing in advising high-net-worth clients and their families. As a dedicated Wealth Advisor, my team and I work with a limited number of clients. This focused approach allows the team to spend more time helping to simplify our clients' lives, engaging, when necessary, with their other professional advisors to deliver integrated financial solutions.
During my spare time I like to spend time with family and friends golfing, boating and generally enjoy the lifestyle afforded to us in the beautiful Okanagan region of British Columbia.
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
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.