Courtney McKenny is a dedicated Financial Planner with over 14 years of experience helping individuals, families and business owners build strong financial futures. Known for a strategic yet approachable style, Courtney provides personalized guidance in retirement planning, investment management, tax-efficient strategies, and risk mitigation. She believes that informed decisions lead to lasting financial confidence and works closely with each client to develop customized plans aligned with their goals, values, and long-term vision.
Courtney has built a strong academic foundation that supports her work as a Financial Planner. She earned a Bachelor of Applied Science degree from the University of Guelph, as well as her MBA from Brock University. Courtney also holds industry recognized credentials, including her Certified Financial Planner designation (CFP®) through FP Canada, as well as the Canadian Securities Course and Conduct and Practices Handbook through the Canadian Securities Institute.
Outside of work, Courtney enjoys spending time with her husband Mike and son Hugh playing golf, traveling and relaxing with friends/family.
Courtney is driven by a simple mission: to empower clients to make smart financial decisions that support the life they want – today and in the future.
