K L O

Financial Lifestyle Coach Inc.

Other services and partners

Maxine Saunders, CHS, CPCA

President, Bond Financial House

President, Worldsource Financial Management Inc.

 

 

 

For more than 25 years, Maxine has been providing her clients with sound financial advice. Her goal is to transform what is often for many an anxiety provoking activity into an enjoyable and empowering experience for her clients. Her focus is to build long-term, collaborative relationships with her clients with an emphasis on personal service. She recognizes that it takes so much more than financial products to plan for the future and that she must be there through the ups and downs of life to facilitate the process.

 

Professional and compliant conduct is core value in her practice. Maxine enjoys being active in her industry. She is a member of the Financial Advisors Association of Canada (Advocis) and serves on the local board of directors as the Professional Development Chair. Through Gryphin Advantage Inc., a Managing General Agent Maxine also assists other advisors with case consultation and joint work She holds the CHS (Certified Health Specialist) and CPCA (Certified Professional Consultant on Aging) designations and continues to attend numerous seminars and educational programs.

 

When not helping clients, Maxine enjoys spending time with her husband Michael and her family. Maxine and Michael enjoy volunteering in the community and spending time in the outdoors with their dog Winston. She is very committed to physical fitness and is a regular participant in numerous running events and fitness activities.

 

 

 

Cindy Houghton

Employee Benefits Specialist

 

With Twenty-five years of Employee Benefits experience, Cindy has worked with Maxine Saunders for almost fourteen years, and for the past five years in her current role as Employee Benefits Specialist. Prior to that, Cindy has worked for local Group Insurance providers such as Confederation Life, Manulife Financial Group Benefits and Provident.

 

Cindy's background is in Group Insurance and Marketing; she attended Fanshawe College of Applied Arts & Technology from September 1995 to April 1998, completing both Business Marketing and Business Administration and Marketing Management programs.

 

Cindy holds a Level II Life, Sickness and Accident Insurance License with the Financial Services Commission of Ontario and is a member in good standing of the Canadian Institute of Marketing, Independent Financial Brokers of Ontario, Advocis – London Chapter, the International Foundation of Employee Benefit Plans.

 

Cindy is currently serving as the Committee Representative for London and Region with The Institute for Advanced Studies in Financial Education - the Education partner of Advocis.

 

 

Quality, Cost Effective Legal Services.

 

Refcio & Associates is a law firm with a head office located in London, Ontario that focuses on providing quality, cost-effective legal services to individuals and businesses throughout Southwestern Ontario. The firm was established by Rod Refcio who has been practicing law since 2003. Rod, his Associates and staff enjoy providing legal services to clients in the areas of Corporate Law, Franchise Law, Employment Law, Commercial Litigation, Real Estate and particularly new business start-ups. Contact the firm today for a free initial consultation.

 

 

 

Rod Refcio

Ashley is born and raised in London, Ontario. She graduated with a BA from Niagara College in Operations Management.

 

As a licensed insurance professional offering General Insurance (home and auto) with Sutherland Elliott Insurance & Financial Solutions Ashley has the unique opportunity to provide clients with a multitude of personalized products to find the best coverage for your lifestyle and researches the market for the most competitive prices.

 

Email Ashley Q. Carroll

 

 

Ashley Q. Carroll

If you have a legal issue, Legal Shield can help.

 

For less than $30.00 a month, you can have access to a quality Lawyer. Mills & Mills LLP is a Toronto based law firm which has been established for more than 125 years.

 

They are your exclusive legal provider.

 

Contact us for more information.

Is your everyday life affected by a prolonged illness, injury or disability? Did you know that you could qualify for a tax rebate from the Canadian Government?

 

A number of programs are available for people with prolonged illness, injuries or disabilities to help them and their supportive person cope with the added expenses.

 

Contact us if you or someone you know would be interested in more information.

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