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Andrew Ku, Candidate
Principal

Toronto, ON

Area serviced: Toronto, ON

4165220011

www.RealEstateTaxes.ca

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

9059778497

www.daylightfinancial.ca

MOHAMAMD KURESHI, Candidate
OWNER

Brampton, ON

Area serviced: Brampton, ON

6472733421

MKACPA.CA

Peter Kursell, CEA
Financial Advisor

Toronto, ON

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Area serviced: Toronto, ON; Stirling, ON

410-777-7024

https://www.raymondjames.ca/pjkursell

CJ Kuseler, Candidate
Wealth Associate

Stouffville, ON

As a husband and father, CJ understands the value of trust and open communication, both at home and in the relationships he builds with clients. Rooted in legacy and leadership, he helps families lay strong financial foundations and build lasting wealth.
CJ… Read more »

Area serviced: Stouffville, ON

4169192970

openconceptfg.com

Paul Kwan, CEA
Investment Advisor

Markham, ON

Area serviced: Markham, ON; Addison, ON

905 707 1027

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

STEPHEN KWAN, Candidate
agent

Toronto, ON

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Area serviced: Toronto, ON

14168166621

Aaron Kwong, Candidate
Owner

Richmond Hill, ON

Strong background in real estate transaction and valuation specialist. Read more »

Area serviced: Richmond Hill, ON; Vaughan, ON; Markham, ON; Toronto, ON; North York, ON; Thornhill, ON

6479948800

Judy Laban, CEA
Insurance Financial Advisor, CEA

Vancouver, BC

Area serviced: Vancouver, BC

6048058769

Joyce LaBossiere, Candidate
Executive Director

Calgary, AB

I take a values approach to finance. Finding out what's important to you. Answering many of the questions most people are thinking such as:When can I retire?Am I putting enough money away?When should I take my CPP and OAS?How long will my money last?Am… Read more »

Area serviced: Calgary, AB; Winnipeg, MB; Halifax, NS

587-582-2156

Rick Lachine, CEA
CFP CFC 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

Yves Lacroix, Candidate
President

Gatineau, QC

# Read more »

Area serviced: Gatineau, QC

8736606554

N/A

Area serviced: Milverton, 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: Brampton, ON

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: Stouffville, ON

CJ holds a degree in Business Administration and brings a rare blend of creativity and strategy. He’s a certified copywriter through Ray Edwards and a graduate of Heroic Public Speaking, giving him the tools to make complex financial ideas clear, engaging, and actionable.

His belief is that solid financial planning creates the freedom to take bold steps, while still protecting what matters most. His own planning has given him the courage and confidence to explore, while keeping his family secure.

Outside of work, CJ is a certified shark diver and deep diver, a lionfish tracker, and a musician who plays bass, guitar, and drums. He also finds time to read and write.

He’s especially passionate about the overlooked value of segregated funds and whole life policies. In a market full of unstable, tax-heavy options, he helps clients see the long-term value of insurance-led strategies.

With focus and care, CJ helps clients build financial blueprints they can count on.

Area serviced: Markham, ON; Addison, ON

Area serviced: Toronto, ON

I am an EPC member.

I am also work as an Engineer and an Acupucturist.

Area serviced: Richmond Hill, ON; Vaughan, ON; Markham, ON; Toronto, ON; North York, ON; Thornhill, ON

Strong background in real estate transaction and valuation specialist.

Area serviced: Vancouver, BC

Area serviced: Calgary, AB; Winnipeg, MB; Halifax, NS

I take a values approach to finance. Finding out what's important to you. Answering many of the questions most people are thinking such as:

When can I retire?
Am I putting enough money away?
When should I take my CPP and OAS?
How long will my money last?
Am I going to be OK?
How much can I spend so I won’t run out of money?
And many, many more.

If you have any questions like these and you'd like to know the answers to them, reach out. I'd love to help.

My name is Joyce LaBossiere and I've been in the Financial Services Industry for over 27 years. The reason I got started in this industry in the first place was because I was tired of living paycheck to paycheck. Not sure if you can relate to that or not. I thought there has to be a better way. I am married with 2 children and a 2 grandchildren and I didn't want them to experience the same financial pitfalls that my husband Paul and I had experienced. I wanted to take control of our situation and not leave anything to chance. That was the best decision I have ever made.

I also like to garden, read, drink wine and spend time with family, friends and clients talking about the important things in life.

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: Gatineau, QC