Dawn Kennedy CFP, CLU, EPC, CEA

Senior Relationship Manager at Optimize Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Mildmay, Ontario, Canada, CA
Skills

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Mary Watson

great advisor and trustworthy and friend

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Credentials

  • Certified Exectuor Advisor
    Canadian Institute of Certified Executor Advisors (CICEA)
    Nov, 2018
    - Nov, 2024
  • Elder Planning Counselor
    Canadian Initiative of Elder Planning Studies
    May, 2006
    - Nov, 2024
  • Canadian Life Underwriter
    Advocis
    Sep, 2005
    - Nov, 2024
  • Certified Financial Planner (CFP)
    The Canadian Institute of Financial Planning
    Mar, 1999
    - Nov, 2024

Experience

  • Optimize Wealth Management
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Relationship Manager
      • Oct 2022 - Present

      At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen. At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.

  • Self-employed
    • Certified Executor Advisor
      • Nov 2018 - Present

    • Independent Elder Planning Counsellor
      • May 2006 - Present

    • Independent Canadian Life Underwr
      • Sep 2005 - Present

    • Independent Certified Financial Planner
      • Apr 1999 - Present

  • PEAK Investment Services Inc.
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor - Peak Investment Services Inc
      • Dec 2019 - Oct 2022

  • Manulife Securities
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Certified Financial Planner
      • Aug 2009 - Dec 2019

  • Investment Planning Counsel
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Certified Financial Planner
      • Aug 1995 - Aug 2009

  • IG Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Aug 1993 - Aug 1995

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • 1985 - 1993

Education

  • Canadian Institute of Certified Executor Advisors
    2018 - 2018
  • John Diefenbaker Secondary School
    1976 - 1981
  • Advocis
    Canadian Life Underwriter
  • Canadian Initiative for Elder Planning Studies
    Elder Planning Counsellor
  • Financial Planners Standards Council
    Certified Financial Planner

Community

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