Omar McLean, CLU

Financial Planner

Omar began his career as a financial advisor in 1999 and has over 20 years’ experience working with group and individual clients nationally. He will work closely with you to fully understand your specific situation and goals.

Robert Rombough, CFP

Financial Planner

In 1985 Rob became a financial 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.

Karen Saunders, MBA, CPA, CMA, CLU

Financial Planner

Karen began her career as an advisor in 1985 and has held several roles in the financial industry. Karen joined the team in 2012 and obtained her Chartered Life Underwriter designation to provide clients with strategies that minimize their financial risk, maximize savings, and create tax efficiencies.

Kaila Hutt, B.Sc., CLU

VP of Strategic Initiatives, Financial Planner

Kaila began her career as an advisor in 2013, joining our team in 2015. Kaila strives to give her clients the most up to date and personalized information. She obtained her Chartered Life Underwriter designation to provide her clients with the expertise on how to build and protect their retirement savings and efficiently transition those assets to the next generation.

John Yang, B.S.c., B.Ed., CLU

Operations Manager

John began his career as an advisor in North York region with Sun Life. He then transitioned to specialize in 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.

Jon Kursikowski, B.Comm.

Associate Advisor

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.