About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
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.
Wagner Livock & Associates
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Phone: (519) 570-4633
Email: wagner.livock@sunlife.com
Address: 379 Queen Street, Unit 2, Kitchener, ON, N2G 1W6 Canada
Omar McLean
Omar began his career as a financial advisor in 1999 and has over 20 years’ experience working with group and individual Clients nationally. Omar holds the Chartered Life Underwriter® designation, which is Canada’s premier wealth transfer and estate planning designation. Omar will work closely with Clients to fully understand their specific situation and goals.
Job Title: Financial Planner, Sun Life | Wagner, Livock & Associates Financial Services Inc., CLU®
Phone: (519) 570-4633
Email: o.mclean@sunlife.com
Robert Rombough
In 1985 Rob became an advisor. Since then, he has been counselling individuals and plan sponsors in areas of life insurance, mutual funds, group life and health and pension benefits. In the early 1990s, he began forming partnerships to build what is known today as Wagner, Livock & Associates.
Job Title: Financial Planner, Sun Life | Wagner, Livock & Associates Financial Services Inc., CFP®
Phone: (519) 570-4633
Email: robert.rombough@sunlife.com
Karen Saunders
Karen began her career as an advisor in 1985 and has held several roles in the financial industry. Karen has provided consulting services to Wagner, Livock & Associates for 15 years and officially joined the team in 2012. Karen obtained her Chartered Life Underwriter designation to provide clients with strategies that minimize their financial risk, maximize savings, and create tax efficiencies.
Job Title: Financial Planner, Sun Life | Wagner Livock & Associates Financial Services Inc., CLU®, CMA, CPA, MBA
Phone: (519) 570-4633 ext. 129
Email: karen.saunders@sunlife.com
Kaila Hutt
Kaila began her career as an advisor in 2013, joining our team in 2015. Kaila strives to give Clients the most up to date and personalized information. She obtained her Chartered Life Underwriter designation to provide Clients with the 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 | Wagner Livock & Associates Financial Services Inc., 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 | Wagner Livock & Associates Financial Services Inc., B.Comm.
Phone: (519) 570-4633 ext. 145
Email: jon.kursikowski@sunlife.com
John Yang
John began his career as an advisor in North York region with Sun Life. He then transitioned to focus on stocks & securities in Ottawa, managing large accounts and public pooled funds with a private equity firm, before joining our team in 2018. John is responsible for driving the firm's operational excellence, overseeing key business functions, and ensuring the successful execution of strategic initiatives.
Job Title: Operations Manager, Sun Life | Operations Manager for Wagner Livock & Associates Financial Services Inc., B.Ed, B.Sc., CLU®
Phone: (519) 570-4633 ext. 127
Email: john.yang@sunlife.com
Denise Cannon
Job Title: Service Associate, Sun Life | Wagner Livock & Associates Financial Services Inc.
Email: denise.cannon@sunlife.com
Marietta Glass
Job Title: Service Associate, Sun Life | Wagner Livock & Associates Financial Services Inc., CMA, CPA, RRC
Email: marietta.glass@sunlife.com
Minh Hoang Vu
Job Title: Service Associate, Sun Life | Wagner Livock & Associates Financial Services Inc.
Email: minh.hoang.vu@sunlife.com
Jonathan Ford
Job Title: Service Associate, Sun Life | Wagner Livock & Associates Financial Services Inc.
Kirsten Yang
Job Title: Advisor Assistant, Sun Life | Executive Assistant for Wagner Livock & Associates Financial Services Inc., M.A.
Brace Lemphers
Job Title: Service Associate, Sun Life | Wagner Livock & Associates Financial Services Inc.
Sabiha Noordosa
Job Title: Advisor Assistant, Sun Life | Wagner Livock & Associates Financial Services Inc.
Diana Mackenzie
Job Title: Advisor Assistant, Sun Life | Wagner Livock & Associates Financial Services Inc.
Ally Lewis
Job Title: Advisor Assistant, Sun Life | Operations Assistant & Reception for Wagner, Livock & Associates Financial Services Inc.
Elizabeth Bernal
Job Title: Advisor Assistant, Sun Life | Wagner Livock & Associates Financial Services Inc.
Olga Tsizman
Job Title: Advisor Assistant, Sun Life | Wagner Livock & Associates Financial Services Inc.
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