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Honesty is my policy. I believe every client deserves transparency throughout every stage of the financial planning process.
A summer job at a local bank launched Kendra’s career in the financial sector. She has over 15 years experience in various areas of Finance, including Private Banking. She loves connecting with clients and building relationships. That guiding principle resonates with her clients, who appreciate her approachable nature and ability to listen and communicate with ease. She has her Canadian Securities Course certification and looks forward to taking the Options Licensing Course in the future.
Kendra enjoys playing volleyball, exploring Big Whiteshell Lake with her husband, son and corgi, and travelling. Always looking for her next adventure to add to the list of skydiving, swimming with pigs, Spain’s Tomato Festival, and hiking Isle of Skye.