Find a CEA

I am a Certified Financial Planner assisting professionals and families with their estate and retirement planning.

I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates. 

I have been a financial advisor with Edward Jones since 2017, and provide comprehensive financial guidance for both business owners and individuals with complex financial needs. With a Bachelor of Commerce degree from MacEwan University, I bring a strong academic foundation and a deep understanding of financial dynamics to my clients.

I hold the Certified Financial Planner® designation, underscoring my knowledge in guiding clients through complex financial landscapes.

My approach is rooted in personalized service and tailored strategies that align with each client's unique goals. My focus is on helping clients build, manage, and protect their wealth, ensuring they are well-prepared for both opportunities and challenges. Whether you're a business owner planning for succession, or an individual seeking to secure your financial future, I can help you achieve your objectives.

Connect with me today to explore how we can create a tailored financial strategy to help support your financial success.

Email: bryan.krawchuk@edwardjones.com
Office: 780-463-3443

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

• 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.

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.