I love to get my clients organized by reviewing their Income Protection/Group Benefits. Discuss what their life Insurance needs are short & long term. Review retirement planning history and objectives. Portfolio Analysis based Kendyra has over 20 years of experience in the financial services industry. Her background began with executive banking, progressed to the role of stock broker, licensed Level 2 Insurance Advisor and then added her Certified Financial Planner (C.F.P.) designation.
“I enjoy helping my clients see the big picture by drawing on my experience in the banking, securities and insurance sectors.”