Over 60 Years of serving businesses & people in our community.
Kitchener, Ontario
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. 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®* Jon Kursikowski* We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
On-site · Kitchener
Manage client cases throughout the relationship lifecycle, including meeting preparation and support, follow-up, compliance documentation, and daily transaction processing. Coordinate with advisors, clients, and carriers while maintaining complete, audit-ready files and providing timely status updates.
Hybrid · Kitchener
Provide client and advisor support, prepare proposals and client communications, and manage appointments, transactions, onboarding, and follow-up. Maintain compliance processes and client records while protecting confidential information and coordinating with the team.
