About
For over 50 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.
Wagner Livock & Associates
Job Title: Financial Services Inc.
Languages spoken: English
Phone: (519) 570-4633
Email: wagner.livock@sunlife.com
Address: 379 Queen Street, Unit 2, Kitchener, ON, N2G 1W6 Canada
Robert Rombough
In 1985, I became a financial advisor and since then I've been counseling individuals and businesses in areas of life insurance, mutual funds, group life and health and pension benefits. I obtained my CERTIFIED FINANCIAL PLANNER® designation to promote and recognize the importance of holistic planning. I bring a breadth of experience and knowledge to Clients and our team.
Job Title: Financial Planner, Sun Life | President of Wagner, Livock & Associates Financial Services Inc., CFP®
Phone: (519) 570-4633
Email: robert.rombough@sunlife.com
Omar McLean
I began my career as a Financial Advisor in 1999 and have experience working nationally with group and individual Clients. I hold my Chartered Life Underwriter® designation, which is Canada’s premier wealth transfer and estate planning designation. I work closely with Clients to fully understand their specific situation and goals.
Job Title: Financial Planner, Sun Life | Vice-President of Wagner, Livock & Associates Financial Services Inc., CLU®
Phone: (519) 570-4633 ext. 130
Email: o.mclean@sunlife.com
Karen Saunders
I began my career as an Advisor in 1985 and have held several roles in the financial industry. I have provided consulting services to Wagner, Livock & Associates for 15 years and officially joined the team in 2012. I obtained my Chartered Life Underwriter® designation to provide Clients with strategies that minimize financial risk, maximize savings and create tax efficiencies.
Job Title: Financial Planner, Sun Life, CLU®, CMA, CPA, MBA
Phone: (519) 570-4633 ext. 129
Email: karen.saunders@sunlife.com
Kaila Hutt
I began my career as an Advisor with Sun Life in 2013, joining the team in 2015. I strive to give Clients the most up to date and personalized information. I obtained my Chartered Life Underwriter® designation to provide Clients with experience on how to build and protect their retirement savings and efficiently transition those assets to the next generation.
Job Title: Financial Planner, Sun Life, B.Sc., CLU®
Phone: (519) 570-4633 ext. 123
Email: kaila.hutt@sunlife.com
Jon Kursikowski
Jon has been working as an Advisor with Sun Life since 2019 and joined the Wagner Livock team in 2023. He takes great pride in playing an important role with each and every Client as they look to build their savings, plan for retirement, and ensure their family is protected for the unexpected.
Job Title: Associate Advisor, Sun Life
Phone: (519) 570-4633 ext. 145
Email: jon.kursikowski@sunlife.com
John Yang
I first began my career as an advisor servicing the North York region with Sun Life. I then transitioned to Ottawa where I worked with a private firm in the stock and securities sector. Following this, I joined the team in 2018. I’m committed to providing Clients an exemplary personal experience through financial planning as well as technical investment and analysis.
Job Title: Advisor Assitant, Sun Life | Operations Officer for Wagner Livock & Associates, B.Ed, B.Sc., CLU®
Phone: (519) 570-4633 ext. 127
Email: john.yang@sunlife.com
Denise Cannon
Job Title: Service Associate, Sun Life
Email: denise.cannon@sunlife.com
Marietta Glass
Job Title: Service Associate, Sun Life, CMA, CPA, RRC
Email: marietta.glass@sunlife.com
Minh Hoang Vu
Job Title: Service Associate, Sun Life
Email: minh.hoang.vu@sunlife.com
Drew Hobden
Job Title: Service Associate, Sun Life
Email: andrew.hobden@sunlife.com
Jonathan Ford
Job Title: Service Associate, Sun Life
Email: jonathan.ford@sunlife.com
Kirsten Yang
Job Title: Advisor Assistant, Sun Life | Executive Assistant for Wagner Livock & Associates
Email: kirsten.yang@sunlife.com
Hannah Christiansen
Job Title: Advisor Assistant, Sun Life
Anjana Saji
Job Title: Advisor Assistant, Sun Life
Email: anjana.saji@sunlife.com
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