Biography

Kenald is a Certified Financial Planner (CFP®) with a focus on helping clients achieve their life goals through the process of financial planning. Bringing over a decade of experience in retail banking and wealth management, he wants to help those in transition with a major life decision such as changing jobs and/or careers, purchase and/or sale of real estate, transitions to and preparation for retirement, retirement income planning, planning for a business sale, insurance planning, estate planning, and intergenerational transfer of wealth to heirs or organizations/causes dear to the client's hearts.

Kenald holds a Bachelor of Commerce, specializing in Accounting, from UBC’s Sauder School of Business. Kenald leads with integrity, a commitment to lifelong learning, and a passion for providing a superior client experience. In his spare time, Kenald explores his interest in behavioural finance, leadership and personal development, and emotional health.

Practice areas

Kenald has gained in-depth industry knowledge in a wide range of sectors, including:

Wealth management
Financial planning
Insurance
Succession planning – Exiting a business

Professional & Community Affiliations

FP Canada, (CFP®)
Sauder School of Business, UBC, BComm., Specialization: Accounting
FP Canada Institute, Professional Education Faculty
STEP Canada, Affiliate Member
Edgewood Elementary Parent Advisory Council (PAC)