Rod Kennedy, B. Comm.

Investment Advisor

403-341-8886 | Email me
403-341-8887

As a lifelong resident of Alberta, I've come to appreciate the hard work people put into building a secure future for themselves and their families. For over 22 years I have focused my efforts as an Investment Advisor to ensure the well earned financial well being of my clients is protected, and wisely managed. I believe in an investment philosophy which is characterized by simple basics that have worked for decades. If one keeps the protection of principal as the foremost objective, and invests with the view to earn an acceptable return, additional opportunities for taking moderate risks will arise. These opportunities, can at times improve the return, after the first two objectives have been met. The combination leads to an uncomplicated and 'low client stress' strategy, that has proven very successful. If this sounds like it is an approach that fits you, then we should talk.

 

I graduated from the University of Calgary, Finance Major in 1979 and completed the SAIT Petroleum Operations & Economics Certificate Program in 1980. Before leaving Calgary, I was involved in commercial lending to the oil and gas industry. Thereafter I was employed as a Business Analyst for eleven years. I received my Canadian Securities Certification in 1992, with ‘Honors’. I hold the Level 1 & II Life Insurance License accreditations, and my Options Trading Certificate. I have been with RBC Dominion Securities right from the beginning; I believe they give me, and thus my clients, the best offering of professionalism and services in the industry.

Elizabeth Cronin

Associate

403-341-7402 | Email me

As a support to the team with over 2 years of experience in the financial industry, Elizabeth is responsible for a number of areas including: account balances, general account inquires, cheque and wire requests, research on client portfolios and portfolio positions and tax-related information with respect to the client's portfolio. Elizabeth is dedicated to delivering timely information and answers to your questions and requests. It is her commitment specific administrative needs are properly maintained.

Colin Biblow, CFP, FMA

Estate Planning Specialist

Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011. Colin attended the University of Regina in the Faculty of Administration, completing his degree in 2002. He has earn ed his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, the Financial Advisors Foundation of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.

Working closely with Rod, Colin employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.

 

Joyce Burnett, B.Sc., LL.B, TEP

Will & Estate Consultant

Joyce graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986. Prior to joining RBC, joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. 

Joyce will work closely with Rod to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.  

 

Jason Fong, B.Comm., CPA

Financial Planning Specialist

Jason is a Chartered Accountant (CPA)  and holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts' In-Depth Tax Course.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role of Financial Planning Specialist. Jason's role is to work with and support Rod in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.

As a partner on Rod's team, Jason takes the guess work out of your retirement with a comprehensive in-person review and subsequent presentation of your retirement plan.