Wagner, Livock & Associates Financial Services Inc.

Company Description

We are a team of advisors dedicated to helping our clients achieve financial success. For over 60 years Wagner, Livock & Associates Financial Services Inc. (WLA) has provided financial planning services, solutions and products to individuals and groups. Based in the Kitchener, Waterloo area we service Canadians nationally through a team of professional accredited advisors. We have developed relationships and partnerships with large financial institutions, accounting and law firms to ensure well-rounded comprehensive financial advice.Our team includes: two Certified Professional Accountants (CPA), two Certified Financial Planners (CFP®), five Chartered Life Underwriters (CLU®) and several multi-licensed staff.Growing and protecting the income you and your family depend on is a challenge. Whether it's through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security. Below you can find a collection of our Advisor's and Staff education and volunteer experience!Advisors:Omar McLean, CLU®*Robert Rombough, CFP®*Associate Advisors:Karen Saunders, MBA, CPA, CMA®, CLU®Kaila Hutt, B.Sc., CLU®Michael Barichello, CFP®, CHS, FMA, CLU®Ashley TrowerWe are Sun Life Financial advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection. Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. *Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.