An Investment & Wealth Advisor and Financial Planner with RBC Dominion Securities, Kody brings seven years of experience to his role and draws on both his experience and his education to provide individuals and families with wealth solutions that address their wide-ranging needs. Kody holds a Bachelor of Business Administration from Lakehead University and also holds several advanced industry designations, including Certified Financial Planner (CFP), Personal Financial Planner (PFP), Conduct and Practices Handbook Course (CPH), Canadian Securities Course (CSC), and the Wealth Management Essentials Course (WME). He is currently enrolled in the Chartered Investment Manager program (CIM).
Approachable with a genuine drive to improve financial literacy among his clients, Kody loves to help demystify what can be complex financial concepts. He approaches every client meeting as a mutual learning opportunity – one where he can learn about his clients’ goals while providing a fresh take on financial education. His clients find Kody easy to trust and relate to, delighted with the youthful outlook he offers.
Outside of work, Kody enjoys skiing and cycling, and spending time with his wife Kristen, who is a PhD candidate in Cognitive Neuroscience at York University, and with his dog Wyatt, an Australian Shepherd. Committed to contribute to his community, he volunteers with Habitat for Humanity and is a member of the Ajax-Pickering Board of Trade, and Greater Durham Chamber of Commerce.
