Our Firm
L.I.K. & Associates Inc. 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 L.I.K. & Associates Inc. since 1991. Prior to establishing L.I.K., 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 L.I.K. & Associates Inc., Kathryn worked in a Client Services capacity for a large corporation in the service industry.
Kathryn is a pro-active integral member of the LIK 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 LIK 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 |
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Stephanie KleinmintzStephanie is the newest member to the L.I.K. Team. She has a strong interest in becoming Life Insurance licensed. Stephanie is eager to provide client service and support. She shows significant ongoing advancement within our team. Stephanie is a quick learner and a respected Team member who is an asset to our team.
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Karen FrayKaren is a member of the L.I.K. & Associates Inc. team, responsible for investment client services. Prior to joining L.I.K. & Associates Inc., Karen was an investment advisor associate responsible for all aspects of the trading and investment operation.
She brings fifteen years of experience in client relations, service and transaction assistance to our group. Karen joined the L.I.K. & Associates Inc. team with significant knowledge in back office client assistance. Karen continues to enhance all aspects of her experience at work providing pro-active client services. Should you have any investment client service concerns or needs please contact Karen at 905-771-9500 ext. 266 Monday-Friday (9:30 am to 5:00pm) |
