ABOUT US

Providing clients with peace of mind has been Rajeev’s focus since he launched his career in 1995. “I feel a huge amount of satisfaction when my clients are thankful for the confidence, comfort and peace of mind they gain from working with me,” Rajeev says. Clients feel confident because Rajeev follows a well-defined process that outlines what clients can expect at the beginning and a flexible path to realize their goals in the future. A people person by nature, Rajeev develops strong relationships with clients and ensures he fully understands how they feel about their finances. “I’ve had clients say that they are so happy I ask them about what really matters to them,” Rajeev reveals.

Rajeev went to work in financial services with a large national firm right after graduating from the University of Western Ontario. Six years later in 2001, he developed his own practice and joined together to form KLS in 2008. Rajeev earned his Certified Financial Planner (CFP®) designation in 2008, garnering national recognition by placing second overall in Canada on the CFP® exam. This outstanding accomplishment was highlighted in the Globe and Mail. Highly regarded for his knowledge and experience, Rajeev has been interviewed by CTV News, quoted in the KW Record and featured in Exchange Magazine.

A devoted dad, Rajeev is able to combine his dedication to fatherhood with another passion – baseball – by coaching his sons’ rep baseball teams in Waterloo. An outstanding player in his own right, Rajeev played for the Kitchener Panthers in the Senior Inter-County Baseball League and still plays recreationally. He is also training for a master’s level sprinting competition. Rajeev is a talented musician and is the front man of a local rock band. Rajeev and his wife Suzy have been happily married for nearly 20 years and are the proud parents of Damian and Evan.

A seasoned advisor, Cam, began his career in 1984. Cam is strives to ensure clients feel comfortable, informed and have a clear understanding of their objectives and how to achieve them. “In the planning process, I like to listen very carefully, provide useful education and build a plan that will positively impact my clients’ lives,” says Cam.

Cam has spent 41 years in various roles in financial services, including branch manager and compliance officer with a leading firm. Cam has always found working directly with clients most rewarding and chose to focus on that exclusively since 2002. A graduate of Laurier University, Cam also holds a Certified Financial Planner (CFP®) designation and has committed to continuous education throughout his career.

When he’s not in the office, Cam is most at home in the great outdoors, having grown up on a farm. He loves to garden, fix “stuff” and create, whether it be with earth, stone and plants, wood or metal. In his quest to be outdoors, Cam has hiked the backcountry of the Sierra Mountains, the Annapurna Trail in Nepal, mountain bikes and skis.

Cam and his wife of 42 years, Juli, are proud parents to their singer/songwriter son, Taylor.

Since Samuel launched his career in the financial services industry, he has had a focus on finding the right strategy for every investor to bring them comfort. “I find it very important to make sure that clients can sleep well at night knowing that they are listened to and comfortable with the strategy towards their financial future.”

Samuel started his career in the financial services within a wealth management office at a large bank after graduating from Nipissing University. Samuel graduated with an Honours Bachelor of Business Administration with a double major in Accounting and Finance. He joined KLS in 2020 and brings with him a strong analytical background. Samuel has earned his Chartered Investment Manager Designation (CIM®), which is a very prestigious designation.

Samuel has always found it important to be volunteer in the local community and support local sports. In his spare time, he also enjoys going for hikes and golfing at one of the many wonderful courses Kitchener Waterloo has to offer. Samuel also often helps his Grandfather at the family farm. This helped Samuel develop the strong work ethic he brings to helping his clients each and every day.

When you walk through the front doors of KLS, Christine is usually the first person you see. Immediately, you feel comfortable and welcomed as Christine greets you with warmth, friendliness and sincerity. Christine previously worked in a financial firm and then joined KLS in 2009 as a Marketing Assistant and moved into her present position of Office Manager in 2011. She runs the office exceptionally well, keeping the KLS team organized and always puts clients’ needs first. Christine also provides professional support to all KLS advisors. Earlier in her career, Christine worked in retail management as a District Area Manager and Store Manager for 25 years.

Always seeking to advance professionally, at age 40, Christine headed back to school on a full-time basis and earned an Accounting and Business Administration Diploma with honours. A devoted mom and grandmother, Christine has three grown children and is the proud grandmother of five children. She is an avid reader and movie aficionado.

He started as a financial consultant at a large firm in Canada while working towards his Certified Financial Planner (CFP®) designation which he earned in 2018.

Matthew joined KLS in 2021 as our in-house financial planner. Throughout the years, Matthew learned the importance of financial planning early on in his career, and the impact it has on a client’s livelihood and stress by providing a well-built roadmap for their financial success and guiding them through the many unexpected obstacles that will occur throughout their lifetime.

When Matthew is not working, he enjoys camping in Algonquin throughout all seasons and traveling to unique remote places such as the Yukon to explore the woods for a few weeks at a time. To keep him occupied when he’s not travelling, he likes to do rock climbing and is currently learning the piano and guitar.

In her role within the financial services sector, Vanessa plays a key part in delivering seamless financial solutions. She coordinates client communications, manages documentation, and supports compliance and reporting processes—all while upholding the highest standards of professionalism and attention to detail.

After nearly 24 years working in the field of law, Renee sought a career change wanting to continue to serve and help people which the partners and staff at KLS Financial put first. Renee has been working with Rajeev and his clients since 2015. She takes pride in forming strong relationships with clients and is highly regarded for being hands-on, efficient and friendly.
At just 18 Renee started working in a law firm in Pembroke, Ontario. A few years later, she moved to Kitchener and began what would turn into nearly 20 years working with the same lawyer as a law clerk and office manager.
Renee lives with her husband James and their 2 cats Loki and Milo. She loves learning about anthropology and ancient Middle Eastern history. She went on a fantastic tour of Egypt in 2002 and hopes to do more travelling to that area of the world in the future.

In his role as an Administrative Assistant, Luc consistently demonstrates strong organizational skills, a solid work ethic, and exceptional attention to detail, contributing significantly to the efficiency and effectiveness of the team. A graduate of the University of Waterloo’s Arts and Business program brings a balanced perspective of creativity and business insight to his role.

Outside of work, Luc values teamwork and strives for excellence — qualities shaped by his years playing competitive hockey. He enjoys sports and staying active, bringing the same energy and discipline to his professional life.