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The Kendall Team

We are a value-based, trusted advisor’s office; our focus starts and ends with clients’ values and goals in mind. We allow clients to delegate their financial health, enabling them to spend their time on the important areas in their lives that they cannot delegate, including mental, spiritual, relationship, and physical health.

One of the key factors for investment success is establishing a long-term relationship with a professional financial team who knows you well.

Our team has been awarded the Dalbar Seal for delivering industry-leading financial service to our clients. The Dalbar survey evaluates advisors across Canada in 28 distinct areas of service based on the anonymous responses of clients. There is no more satisfying reward than to earn the approval of clients and be recognized for the industry’s top honour.

We have also been awarded the "Client First" Hallmark of Excellence from the Investment Planning Counsel, a certificate recognizing our commitment to delivering a truly client centered experience.

Effective business and personal financial planning requires an in-depth knowledge and understanding of each client’s financial affairs as well as their hopes and aspirations. Our personalized financial planning provides an opportunity to meet one on one with you, listening to your values and goals. This process enables us to recognize and provide solutions to a variety of problems ranging in complexity. Obviously, no two circumstances are identical, so personal custom tailoring is essential to meet business, family, and personal objectives.

We will create a comprehensive plan, provide objective recommendations, and through regular progress meetings update your plan as your life and needs evolve. Whatever your need – Portfolio Management, Cash & Credit Management, Risk Management or Estate & Tax Planning, we can provide a solution that’s right for you, allowing you to live your dream.

Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.