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.
Over the last 5 years I have had the opportunity to build and grow my career in a way that has allowed me to engage in a field I am truly passionate about. I enjoy meeting and working along side my members to establish and create a financial plan that works for them now and into the future. It is a great honour to now be able to help them with their estate planning and help guide their loved ones be prepared for the future as well.
Rick has over 25 years experience in helping clients.
At RLA Financial, we
believe that all success in Life comes from the conviction to “Design Your One
Life, Your Way” to provide: CLARITY of Your Financial Life, Financial STABILITY and, A LEGACY for You and Your survivors.
Through The REAL LIFE Approach® we help you: Develop the VISION of Your Life, DESIGN a Plan to realize that vision and Create ORGANIZATION of all your Financial
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.
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