People
Meet the Kindred Financial Planning Team
Your Financial Planning Team is:
- Professional, experienced, and accredited
- Connected to our credit union specialists and centralized support team
- Associated with national and international financial services partners
Contact your local branch and meet with a member of our Financial Planning Team for your free financial plan.
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"I’m very committed to and excited about financial literacy and the potential it offers to members and our communities. Kindred allows me to bring that passion to my role, while working with a knowledgeable, caring, and professional Financial Planning Team that partners with members to help them understand their investing options." Tim Fox, CFP, RIS |
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"With over 20 years of experience helping people build financial portfolios, I am passionate about helping you live out the intersection of finances and faith-based values." Ross Nichol, CFP®, RIS |
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"What really matters to me is working closely with members in order to understand their unique outlook and situation, thereby respectfully helping them pursue and achieve their financial goals." Marilyn McKever CFP, CIM, RRC, RIS |
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"I joined Kindred in 2015 because of the unique opportunity to align my work and my faith. I appreciate Kindred’s devotion to the needs of their members. At Kindred, it’s not about commission sales and the bottom line, it’s all about what’s best for the member." Paul Arsenault, CFP, PFP |
Aylmer Team
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"I started my career at Kindred in 2006 after graduating from the University of Manitoba. I value the opportunity to partner with you in making knowledgeable and informed decisions about your investments and future savings." Angela Garland, CFP, RIS |
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"I am excited to be part of the Investment Team at Kindred where we put values first." Tyler Latour, CFP, RIS |
Elmira Team
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“I am passionate about building relationships and educating members. I find coaching and helping members achieve their financial goals very satisfying.” |
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“I truly enjoy helping members and getting to know their unique challenges and goals. Through intentional conversations, we can look far into the future to ensure that they are making choices today that set them up for success." |
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"I have the best of both worlds: I can live out my values as well as help you with your financial goals. I am passionate about helping people feel secure and educated in their financial decisions." Michelle Martin, RIS |
Kitchener Team
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"My wife, Meghan, and I are excited to be starting our family in the community we love. I value the connections I make in supporting our community and each member and I come to every meeting with the goal to help you navigate your financial decisions with confidence." Tobin Reimer, CFP, RIS |
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“Kindred offers me the opportunity to bring my faith to work, as I meet with members to help them better understand their finances and reach their goals.” John Cossey |
Leamington Team
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"Kindred helps you find the connection between your values and finances." Josh Mann, PFP |
Milverton Team
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I love that Kindred offers me the opportunity to live out my faith, that we work with the best interests of our members in mind, and that we are not motivated by commission." Carolyn Brown, CFP, RIS |
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“In managing our family banking, I came to know the Member Services team in the Milverton branch and knew Kindred was where I wanted to be. I enjoy working with our members and helping them reach their financial objectives.” Nikki Leis, RIS |
Mount Forest Team
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"I started my career at Kindred in 2006 after graduating from the University of Manitoba. I value the opportunity to partner with you in making knowledgeable and informed decisions about your investments and future savings." Angela Garland, CFP, RIS |
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“In managing our family banking, I came to know the Member Services team in the Milverton branch and knew Kindred was where I wanted to be. I enjoy working with our members and helping them reach their financial objectives.” Nikki Leis, RIS |
New Hamburg Team
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"Listening with compassion and helping you stay on track to achieve your financial goals is what I’m passionate about in my work." Jeff Foster, CFP, RIS |
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"The best part of my job is when members reach that ‘aha’ moment. Then I know we’re making the right decisions, together, for their future." Nigel Goetz |
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"The credit union’s commitment to Banking with Purpose truly resonates with me. And, I’m thrilled with the opportunity to work directly with members, helping them realize their financial goals." Owen Prutton, B. Comm |
Waterloo Team
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"I enjoy talking with members about socially responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning." Darcy Hermary CFP, CLU, RIS |
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"I really enjoy the process of getting to know members, understanding their life situation, and their goals. Seeing members act on my recommendations and make life-changing decisions is the best part of my work." Tim Driedger |
CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with flame design) are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the mark's licensing authority for the CFP marks in Canada, through agreement with FPSB.
Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA.
Financial planning services are available only from Qtrade Asset Management mutual funds representatives who hold financial planning accreditation from applicable regulatory authorities.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
