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Donald Kuepfer, CEA
Investment Funds Advisor, CEA, RIS

Milverton, ON

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… Read more »

Area serviced: Milverton, ON

519 778 9994

www.donaldkuepfer.ca

Tannis A Kungl, CEA
Account Manager Estates

Revelstoke, BC Revelstoke, BC

Area serviced: Revelstoke, BC

250.837.6291 ext 239

cascadiacu.ca

Nathan Kupusa, CEA
President, Advisor

Waterdown, 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.

Read more »

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

9053314334

www.solutionsforaging.ca

Peter Kursell, CEA
Financial Advisor

Toronto, ON

# Read more »

Area serviced: Toronto, ON; Stirling, ON

410-777-7024

https://www.raymondjames.ca/pjkursell

Paul Kwan, CEA
Investment Advisor

Markham, ON

Area serviced: Markham, ON; Addison, ON

905 707 1027

https://financialplanners.td.com/paul.kwan/

Judy Laban, CEA
Insurance Financial Advisor, CEA

Vancouver, BC

Area serviced: Vancouver, BC

6048058769

Rick Lachine, CEA
CFP AFCC EPC CEA CCS

St. Thomas, 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… Read more »

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

519-637-8466

rlafinancial.ca

Natalie Lacroix, CEA
Certified Financial Planner

Kitchener, ON

Area serviced: Kitchener, ON

5196033111

Ann Laing, CEA
Certified Executor Advisor

Windsor, ON

Area serviced: Windsor, ON

519-969-5841

www.familiesfirst.ca

Nicolle Lalonde, CEA
Financial Advisor

Fonthill, ON

Area serviced: Fonthill, ON

905-892-9930

www.edwardjones.ca/nicolle-lalonde

Billy Lam, CEA
Associate Wealth Advisor

Richmond Hill, ON

Area serviced: Richmond Hill, ON

905-764-2182

Vincent Lam, CEA
Financial Advisor

Thornhill, 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… Read more »

Area serviced: Thornhill, ON; Toronto, ON; Richmond Hill, ON

6476602972

https://intentionalretirement.ca

Dickie Lam, CEA
Partner

Richmond, BC

Area serviced: Richmond, BC

6046496830

Amanda Lambert, CEA
Funeral Director

Barrhead, AB

Area serviced: Barrhead, AB

780-294-9181

Paul Lane, CEA
V.P. Investment Advisor

Sarnia, ON

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

Area serviced: Sarnia, ON

519-381-3965

https://advisors.td.com/paul.lane/?utm_source=GMB&utm_medium=link&utm_campaign=local

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: Vancouver, BC

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: Fonthill, ON

Area serviced: Richmond Hill, ON

Area serviced: Thornhill, ON; Toronto, ON; Richmond Hill, 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: Richmond, BC

Area serviced: Barrhead, AB

As a dedicated funeral director, I take pride in providing compassionate and meticulous service to families during some of life's most difficult moments. With a keen eye for detail and a love for challenges, I ensure that every arrangement is handled with the utmost care and respect. Living in the peaceful countryside, I’m able to offer a calm and comforting presence, helping people feel at ease during a time of uncertainty. My commitment to supporting families goes beyond just the logistics; it’s about creating a compassionate, dignified experience for each individual and their loved ones.

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.