Insurance Protection for Your Life, Business, Family & Wealth
Liahona Insurance & Wealth Creation Inc. helps you protect your capital by managing risk through our professional team of management and staff.
Our focus is the preservation and growth of our clients’ wealth.
Aaron received a B.A. and a Master’s degree in Accounting from the top-ranked accounting school in the western United States. Besides Aaron’s designation as a Chartered Professional Accountant, it also licenses him to practice as a Certified Public Accountant in the United States and is a Certified Fraud Examiner.
Aaron began his accounting career with KPMG, LLP, where he provided financial accounting and taxation services to international and local companies. After leaving KPMG, he worked publicly traded U.S. corporations in various management positions.
Aaron returned to Canada in 2003 to work in the Public Accounting Sector. Besides his involvement as a partner in Rumley Holmes LLP, Certified Professional Accountants.
Aaron is actively involved in the Barrie community and has served on several not-for-profits boards.
Rob graduated with Distinction from the University of Toronto’s B. Comm program specializing in accounting and economics. Following his university studies, Rob began his career in public accounting with Ernst & Young, LLP, Toronto. He gained valuable audit and accounting experience, successfully passed his exams and earned his designation as a Chartered Accountant (CA).
Besides his CA designation, Rob is also a Certified Financial Planner (CFP).
Rob and his family are involved in the community in which they live and work. They volunteer their time and talents to support many causes and programs they are passionate about. Rob serves his community in many capacities, including being involved on several boards for non-profit organizations. Currently, Rob is serving as the Chair of the Advisory Committee for Smart Commute Central York (a program run by the Newmarket Chamber of Commerce). Rob, his wife Jennifer, and their four children live in East Gwillimbury.
With a diploma in Marketing from Georgian College and a background in customer and client relations, Brandon joined Liahona in February 2018 as a Registered Dealing Representative after completing the Exempt Market Proficiency Course through the Investment Funds Institute of Canada. Brandon is also a Licenced Insurance Agent and one of the founding servicing advisors with Liahona Insurance & Wealth Creation, Inc.
Brandon is passionate about fulfilling client needs, both through existing and new relationships.
Brandon, his wife and three children live in Tiny, Ontario. He enjoys being at the beach, the baseball diamond and watching his kids dance. Brandon is a dedicated Volunteer Firefighter with The Township of Tiny Fire Department.
Steve started on the 22 floor of the stock exchange and moved his way up, working with the industry’s best. Steve moved his ways into owning his own institutional trading brokerage, trading billions of dollars in pension and mutual funds. He understands financial markets and excels at sharing this wisdom.
Steve is also a Licensed Insurance Agent and President of Liahona Insurance & Wealth Creation Inc.
Steve is the author of ‘Mid-Life Crisis Retirement,’ where he shares some industry secrets, demystifying the art of investing, and enjoys helping people understand what they have today and how they can enjoy it in the future.
Steve and his wife Lisa live in Penetanguishene, Ontario and are proud of their five children.