With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council of Canada, the Fellow of the CSI (FCSI) designation conferred by the Canadian Securities Institute and the Certified Executor Advisor (CEA) designation conferred by the Canadian Institute of Certified Executor Advisors.
I look forward to exploring investment strategies and solutions with you as we work together towards achieving your uniqwue financial goals.
I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates.
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!
As an award winning Certified Financial Planner, I help clients get more out of their finances, so they can get more out of life. I provide customized financial guidance in the following six key areas: Estate Planning, Tax Planning, Insurance Planning, Retirement Planning, Mortgage Planning and Investment Planning.
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
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.
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.