Meet the Team

Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.

We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for our clients, but for us, as well.

Eric
Eric Kuehnel
Financial Advisor Portfolio Manager
Mountain range
Carol
Administrative Assistant
Mountain range and forest
Kathy N.
Administrative Assistant
Kathleen
Administrative Assistant

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.


When one door closes another door opens; but we so often look so long and so regretfully upon the closed door, that we do not see the ones which open for us.
Alexander Graham Bell, Inventor of the Telephone