Wagner, Livock & Associates Financial Services Inc.

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.