About

The ability to help people drew Kevin to the advisory role. As a husband, father, grandfather, and businessman, he understands the need to be proactive about financial health and build wealth for the future. Kevin wants his Clients to have peace of mind knowing they can focus on what matters in their lives because they have worked on an effective financial plan to address their concerns and goals.

Kevin is passionate about having relevant conversations with Clients because the future is never certain. It takes the right conversations to make sure people have available cash when they need it most, to have tax efficient income streams planned for retirement, and for a business owner to have enough insurance to fund a buy sell agreement. As a financial planner, Kevin enjoys developing strategic solutions to meet each Client’s unique needs based on their goals and stages in life.

Kevin was raised in Nova Scotia and holds Life and Mutual Fund licenses in Ontario and Mutual Fund licenses in Nova Scotia, New Brunswick, and Prince Edward Island. He and his wife, and business partner Louise, along with their children and grandchildren live within the Waterloo region in Ontario.

Alex witnessed the passion and commitment her parents put into caring for Clients as they built Maple Rich Financial. Her understanding of how important financial planning and guidance was deepened, when she faced her own personal challenges and then felt drawn to helping other people prepare for the unexpected and chart their financial course.

Alex completed a post secondary program in financial services and attainted the CLU planning designation, and believes a planning framework can start at any age. Financial freedom means being prepared and having choices; it is key to talk about and put the pieces of the plan into place. She particularly enjoys providing financial education to take the complexity out of financial planning.

Whether she is working with a young professional couple, single parent, or someone starting their own business, Alex will ask probing questions to identify their goals and to talk about the decisions they need to make. She is excited about the future and the opportunity to build her practice by helping Canadians feel confident about their futures, knowing they can work with her to achieve the financial future they envision.

Louise helps Maple Rich Clients feel at home when they visit, email, or call the office. She enjoys getting to know each Client and their families, and has shared many wonderful moments of their lives. She has been working with Maple Rich Clients for close to twenty years, always balancing life and work, and the ever changing needs of the Dineen children and grandchildren.

Experiencing life’s controllable and unpredictable events has contributed to her passion to help Clients have a proactive approach to insurance and investment solutions. Louise is working on her CLU, a financial planning designation, to augment her hands on experience in the business. She is a wonderful problem solver and will go the extra mile to support Client claims and trouble shooting service challenges.

Louise’s ability to walk alongside Maple Rich Clients is part of the foundation of the practice. Combined with the team’s financial knowledge and skills, Maple Rich offers a comprehensive approach to financial solutions for life.