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Dawn Kennedy Cfp, Clu, Epc, Cea Email & Phone Number
Wealth Planner
at
Optimize Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Planner
Location
Mildmay, Ontario, Canada
Company size
Who is Dawn Kennedy Cfp, Clu, Epc, Cea? Overview
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Quick answer
Dawn Kennedy Cfp, Clu, Epc, Cea is listed as Wealth Planner at Optimize Wealth Management, a with 226 employees, based in Mildmay, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Dawn Kennedy Cfp, Clu, Epc, Cea.
Dawn Kennedy Cfp, Clu, Epc, Cea previously worked as Certified Executor Advisor at Self-Employed and Independent Elder Planning Counsellor at Self-Employed. Dawn Kennedy Cfp, Clu, Epc, Cea studied at Canadian Institute Of Certified Executor Advisors.
Company email context
Email format at Optimize Wealth Management
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Optimize Wealth Management
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Profile bio
About Dawn Kennedy Cfp, Clu, Epc, Cea
Dawn Kennedy Cfp, Clu, Epc, Cea is a Wealth Planner at Optimize Wealth Management. She possess expertise in wealth management, retirement planning, mutual funds, retirement, investment strategies and 7 more skills. Colleagues describe her as "great advisor and trustworthy and friend"
Listed skills include Wealth Management, Retirement Planning, Mutual Funds, Retirement, and 8 others.
Current workplace
Dawn Kennedy Cfp, Clu, Epc, Cea's current company
Company context helps verify the profile and gives searchers a useful next step.
Optimize Wealth Management
12 roles · 42 years
Dawn Kennedy Cfp, Clu, Epc, Cea work experience
A career timeline built from the work history available for this profile.
Wealth Planner
Wealth Planner
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.
Certified Executor Advisor
Self-Employed
Independent Elder Planning Counsellor
Self-Employed
Independent Canadian Life Underwr
Self-Employed
Independent Certified Financial Planner
Self-Employed
Financial Advisor - Peak Investment Services Inc
Peak Investment Services Inc.
Dec 2019 - Oct 2022
Certified Financial Planner
Aug 2009 - Dec 2019
Certified Financial Planner
Aug 1995 - Aug 2009
Financial Consultant
Aug 1993 - Aug 1995
Customer Service Representative
1985 - 1993
~8 yrs
5 education records
Dawn Kennedy Cfp, Clu, Epc, Cea education
Education record
Canadian Institute Of Certified Executor Advisors
Education record
John Diefenbaker Secondary School
Canadian Life Underwriter
Advocis
Elder Planning Counsellor
Canadian Initiative For Elder Planning Studies
Certified Financial Planner
Financial Planners Standards Council
FAQ
Frequently asked questions about Dawn Kennedy Cfp, Clu, Epc, Cea
Quick answers generated from the profile data available on this page.
What company does Dawn Kennedy Cfp, Clu, Epc, Cea work for?
Dawn Kennedy Cfp, Clu, Epc, Cea works for Optimize Wealth Management.
What is Dawn Kennedy Cfp, Clu, Epc, Cea's role at Optimize Wealth Management?
Dawn Kennedy Cfp, Clu, Epc, Cea is listed as Wealth Planner at Optimize Wealth Management.
Where is Dawn Kennedy Cfp, Clu, Epc, Cea based?
Dawn Kennedy Cfp, Clu, Epc, Cea is based in Mildmay, Ontario, Canada while working with Optimize Wealth Management.
What companies has Dawn Kennedy Cfp, Clu, Epc, Cea worked for?
Dawn Kennedy Cfp, Clu, Epc, Cea has worked for Optimize Wealth Management, Self-Employed, Peak Investment Services Inc., Manulife Securities Investment Services Inc., and Ipc Investment Corporation.
How can I contact Dawn Kennedy Cfp, Clu, Epc, Cea?
You can use AeroLeads to view verified contact signals for Dawn Kennedy Cfp, Clu, Epc, Cea at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Dawn Kennedy Cfp, Clu, Epc, Cea attend?
Dawn Kennedy Cfp, Clu, Epc, Cea studied at Canadian Institute Of Certified Executor Advisors.
What skills is Dawn Kennedy Cfp, Clu, Epc, Cea known for?
Dawn Kennedy Cfp, Clu, Epc, Cea is listed with skills including Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investment Strategies, Insurance, Investments, and Strategic Financial Planning.
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