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Vernon, BC Contact

As a professional financial planner I love what I do to help individuals and couples feel good about having a financial plan in place that helps them take control of their money. I have experience helping clients manage cash flow and awareness of unconscious… Read more »

Area serviced: Vernon, BC; Calgary, AB

4039232880

Phil Kriszenfeld, CEA
President

Dundas, ON Contact

Area serviced: Dundas, ON

9059027799

Donald Kuepfer, CEA
Financial Advisor,CEA

Harriston, ON Contact

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
Investment… Read more »

Area serviced: Harriston, ON

519 778 9994

Tannis A Kungl, CEA
Senior Accounts Service Representative

Revelstoke, BC Revelstoke, BC Contact

Area serviced: Revelstoke, BC

250.837.6291 ext 239

Nathan Kupusa, CEA
President, Advisor

Waterdown, ON Contact

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.

Read more »

Area serviced: Waterdown, ON; Burlington, ON; Hamilton-Wentworth, ON

9053314334

Peter Kursell, CEA
Financial Advisor

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON; Stirling, ON

410-777-7024

Paul Kwan, CEA
Investment Advisor

Markham, ON Contact

Area serviced: Markham, ON; Addison, ON

905 707 1027

Rick Lachine, CEA
CFP AFCC EPC CEA CCS

St. Thomas, ON Contact

Rick has over 30 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… Read more »

Area serviced: St. Thomas, ON; London, ON

519-637-8466

Natalie Lacroix, CEA
Certified Financial Planner

Kitchener, ON Contact

Area serviced: Kitchener, ON

5196033111

Ann Laing, CEA
Certified Executor Advisor

Windsor, ON Contact

Area serviced: Windsor, ON

519-969-5841

Billy Lam, CEA
Associate Wealth Advisor

Richmond Hill, ON Contact

Area serviced: Richmond Hill, ON

905-764-2182

Vincent Lam, CEA
Financial Advisor

Thornhill, ON Contact

I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions.Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll… Read more »

Area serviced: Thornhill, ON; Toronto, ON; Markham, ON

6476602989

Douglas Lamb CPA, CA, CFP, EPC, MBA, CEA
Principal

Toronto, ON Contact

For over 35 years I have been providing trusted Financial Advice and Planning forRetirementEstatesIncome TaxInvestments More recently I have focused on support for Estate Trustees. Review Services prior to the passing of the testator (Issuer of… Read more »

Area serviced: Toronto, ON; Brampton, ON; Lindsay, ON; Haliburton, ON; Kawartha Lakes (Region), ON; Peterborough, ON

416-886-1555

tony lambe, CEA
Financial Advisor

London, ON Contact

Tony Lambe CEPA, MFA-P
Financial Advisor
Edward Jones
I have been working in Financial Services for 29 years. My clients are primarily retirees and business owners. We discuss Wills and POa's with all our clients and have found the understanding of… Read more »

Area serviced: London, ON

5196815590

Paul Lane, CEA
V.P. Investment Advisor

Sarnia, ON Contact

Paul has been in the business since 1982, starting out with one of Canada Read more »

Area serviced: Sarnia, ON

519-381-3965

Area serviced: Dundas, ON

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!

Area serviced: Harriston, ON

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.

Area serviced: Revelstoke, BC

Area serviced: Waterdown, ON; Burlington, ON; Hamilton-Wentworth, ON

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.

Area serviced: Toronto, ON; Stirling, ON

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.

Area serviced: Markham, ON; Addison, ON

Area serviced: St. Thomas, ON; London, ON

Rick has over 30 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
affairs.

Area serviced: Kitchener, ON

Area serviced: Windsor, ON

Area serviced: Richmond Hill, ON

Area serviced: Thornhill, ON; Toronto, ON; Markham, ON

I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions.

Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions.

I'm dedicated to working with you to ensure you achieve your financial goals.

Area serviced: Toronto, ON; Brampton, ON; Lindsay, ON; Haliburton, ON; Kawartha Lakes (Region), ON; Peterborough, ON

For over 35 years I have been providing trusted Financial
Advice and Planning for

Retirement
Estates
Income Tax
Investments

More recently I have focused on support for Estate
Trustees.
Review Services prior to the passing of the testator (Issuer
of the Will)

Documentation of all relevant information
People to contact
Bank & Investment Account details
Professional Advisor details
Review of the Will with the Testator and the Executor or
Executrix
Optional Distribution calculations with current figures
like a Fire Drill)

Services after the passing of the testator (Issuer of the
Will)

Review of the Will with the Executor or Executrix
Document all components of the estate
Preparation of Probate Application if applicable
Collection of data and preparation of Estate Financial
Calculations

My Educational Credentials

CA, CPA Chartered Accountant
CFP Certified
Financial Planner
CEA Certified Executor Advisor
EPC Elder Planning Counsellor

I encourage you to contact me for a no-cost no-obligation
initial consultation by calling, emailing, or booking an appointment online.

Area serviced: London, ON

Tony Lambe CEPA, MFA-P

Financial Advisor

Edward Jones

I have been working in Financial Services for 29 years. My clients are primarily retirees and business owners. We discuss Wills and POa's with all our clients and have found the understanding of the role of executor is widely misunderstood by Canadians. I would like to be able to educate my clients and ensure they steer clear of pitfalls that my occur.

Area serviced: Sarnia, ON

Paul has been in the business since 1982, starting out with one of Canada

Paul’s team is made up of Matthew Lane who joined TD Wealth in February of 2018 and Annette Balog who has been working with Paul for over 20 years. The team’s Mission is to provide clients with sound investment and financial planning advice while adhering to the core values of honesty, integrity and family. Our vision is to assist families in navigating the complex landscape of financial, tax, and estate planning services. We take a holistic approach to your financial affairs based upon a comprehensive analysis of your individual situation; matching your goals and investment time horizons to the appropriate investment vehicles. Our overall emphasis and expertise with our clients is tax and estate planning.