About Us

Kendra Sivertson is a Certified Financial Planner who custom tailors life plans, empowering her clients to not only dream, but also live out those dreams. She facilitates her clients’ financial planning by fashioning unique plans for each individual based on their distinctive needs and desires. Kendra encourages her clients to think innovatively about conventional finances. Her qualified knowledge also encompasses investment, retirement and insurance planning. Kendra is a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). The CFP and CLU designations allow Kendra to offer extensive knowledge and expertise to her clients. It was after graduating with a BA Hon. from York University that Kendra discovered her passion for working with people and their finances – not just interpreting their needs, but helping couples and business partners understand and communicate with each other. Kendra has been in the financial industry for over 14 years. She is a member of Advocis, the Financial Advisors Association of Canada. Kendra’s clients speak highly of her patience and understanding, while still recognizing her technical expertise. She collaborates with other professionals, when necessary, to provide an easy to understand and unified financial vision to her clients. Kendra is a strong networker and avid public speaker. She has given presentations to many different groups and organizations, including: the Dare to Thrive Conference, Valley Women’s Network Group, the YMCA, The Society for Technical Writers, The Professional Organizers of Canada, Junior Achievement, and many others. Kendra has a lifelong involvement with the arts. She has been on the board of directors for not profit arts organizations, and has been involved in fund raising for other organizations. We specialize in working with business owners, professionals and individuals in the film industry.