Our Firm
The Wealthadvisor (Canada) Ltd. provides key financial planning solutions for both business owners and individuals. We work closely with each of our clients to achieve often exceed their goals with creative, low risk and sound financial structures.
Our associates consist of experienced professionals with a “hands on” pro-active approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our Associates truly care about making your financial dreams a reality. We are here to assist in your planning for a more secure and proactive future.
Our associates consist of experienced professionals with a “hands on” pro-active approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our Associates truly care about making your financial dreams a reality. We are here to assist in your planning for a more secure and proactive future.
Management Team
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Larry KleinmintzLarry is founding principal of The Wealthadvisor (Canada) Ltd. Prior to establishing The Wealthadvisor (Canada) Ltd., Larry was working as an Industrial Engineer and Business owner for 12 years. During his prior career as a business owner, Larry had responsibility for ongoing weekly cash flows exceeding one million dollars, combined with the investment of such.
Larry entered the Life and Disability Insurance industry in 1991, and has built a progressive insurance and investment practice; proactively client focused in all manner. Larry holds his Life license to offer all forms of Life, Disability and Critical Illness Insurance, Accident & Sickness Insurance, Segregated Funds, Travel and Out of Country coverage, Health and Dental Benefits. He is also a Mutual and Labour Sponsored Fund licensed as well as a Mutual Fund Branch Manager. Should you have any client service concerns, please contact Larry at ext.258 |
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Kathryn PocockKathryn entered the Life Insurance industry in 1995 as an associate of our team. Prior to joining Wealthadvisor (Canada) Ltd., Kathryn worked in a Client Services capacity for a large corporation in the service industry.
Kathryn is a pro-active integral member of the Wealthadvisor team. She is focused on all client relations as well as delving into the ongoing investment and insurance requirements of our prospective clients. Kathryn assists our clients and prospective clients to appreciate the importance to go forward with their investment and financial planning. Kathryn’s persistence and ongoing enthusiasm supports the Wealthadvisor team. Kathryn holds her Life license to offer all forms of Life, Disability and Critical Illness Insurance, Accident & Sickness Insurance, Segregated Funds, Travel and Out of Country coverage, Health and Dental Benefits. Should you have any client service concerns, please contact Kathryn at ext. 308 |
