Kennedy Wealth Management Group - People, Professionalism, & Process
Whether are looking to invest in order to build your financial future, or to secure what you have already earned, professional investment, estate, insurance, and financial planning advice is critical. Combining specific goals, such as maximizing retirement income, protecting principal, leaving an estate for your family, or just simplifying your life financially, takes experience, and training. The Kennedy Wealth Management Group, led by Rod Kennedy, devote themselves to fully understanding your comprehensive financial situation, life goals, and tolerance for risk, when creating and managing a strategy that is right for you.
Our all encompassing approach can give you the confidence and support to make sound financial decisions, and have the highest possible degree of freedom to live life the way you want, with the least amount of complications, and concern.
We welcome you to review our information and see how we develop this relationship.
Rod Kennedy, B.Comm, Vice-President & Wealth Advisor
- Elizabeth Cronin - Lead Associate
- Joyce Burnett, B.Sc., LL.B, TEP - Estate Planning Specialist
- Colin Biblow , CFP, FMA - Insurance Specialist
- Jason Fong, B.Comm, CPA - Financial Planner
- Coady Cormier, B.B.A. (Finance), LL.B., TEP - High Net Worth Planning Specialist
Read about the team
Our Client/Advisor Relationship
Get in depth information on Retirement Planning, Taxes, Information for Business Owners and Estate planning.