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Stephen Kennedy Email & Phone Number

Leadership and Strategy Executive | Industry Consultant at Chartered Wealth and Estate Associates Inc.
Location: London, Ontario, Canada 7 work roles 2 schools
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Current company
Chartered Wealth and Estate Associates Inc.
Role
Leadership and Strategy Executive | Industry Consultant
Location
London, Ontario, Canada

Who is Stephen Kennedy? Overview

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Quick answer

Stephen Kennedy is listed as Leadership and Strategy Executive | Industry Consultant at Chartered Wealth and Estate Associates Inc., based in London, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Stephen Kennedy.

Stephen Kennedy previously worked as Certified Financial Planner at Chartered Wealth And Estate Advisory Inc and Franchise Owner at F45 Riverbend-Byron (Westbend). Stephen Kennedy holds Bachelor Of Arts from The University Of Western Ontario.

Profile bio

About Stephen Kennedy

A 25 year sales management and planning career in the Insurance industry has provided me with a unique perspective as a High Level Industry Partner and Consultant. Having been part of the Financial Planning Industry from Manufacturing, Wholesaling to Retail Distribution, as well as building several highly successful distribution ventures allows me to bring a unique and specialized set of talents to every endeavour. A unique ability to view things from varying perspectives and courage to bring new ideas and ways of doing things to drive change and superior results while inspiring those around me to find purpose and enthusiasm in doing the same. Specialties: Strategic PlanningSales Management/Business Development Executive and Professional CoachingRecruiting and ProspectingFinancial Management Expert Negotiation and Communication Ability Ability to Explain and Simplify Complex Issues and StrategiesNetworking and Relationship ManagementTechnology Innovation and Adaptability Business VisionaryBusiness Planning Operational Management Estate PlanningBusiness ContinuationCorporate Wealth and Protection PlanningCertified Financial Planning

Current workplace

Stephen Kennedy's current company

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Chartered Wealth and Estate Associates Inc.
Chartered Wealth And Estate Associates Inc.
Leadership and Strategy Executive | Industry Consultant
7 roles

Stephen Kennedy work experience

A career timeline built from the work history available for this profile.

Leadership And Strategy Executive | Industry Consultant

Current
Chartered Wealth And Estate Associates Inc.

Toronto, Ontario, Canada

Using the experience gathered from being a top life insurance executive and Financial Planner stepped into consulting with other agents and corporations to navigate the intricacies of the Canadian regulations and licensing regime. Provided strategic coaching and sales consultancy to numerous clients resulting in exceeding goals and targets in all cases.

Jan 2011 - Present

Certified Financial Planner

Chartered Wealth And Estate Advisory Inc

London, Ontario, Canada

As a Financial Planner and Estate Specialist I serviced a very specific clientele and through the development of a service oriented and professional office provided peace of mind to our clients. Year to year recognized as a top agency within the MGA system in Canada for service provided to the end Canadian client

Franchise Owner

F45 Riverbend-Byron (Westbend)

London, Ontario, Canada

As an investor Franchisee, established a premier fitness location in West London.Built up the location through Covid and exited in AUgust 2023 with highest valuation for any Canadian F45 location.

Jan 2020 - Aug 2023

Senior Business Development Manager

London, Canada Area

With 14 plus years experience in the life insurance and financial planning field Stephen is responsible for the growth of the Southwestern Ontario brokerage. Stephen consults with and develops the business of life insurance brokers within the region to producer superior results and grow their business.

Dec 2011 - Aug 2017

Vice President

D.L. Deeks Insurance Services Inc.

Toronto, Ontario, Canada

Apr 2009 - Nov 2011
2 education records

Stephen Kennedy education

Education record

Oakridge
FAQ

Frequently asked questions about Stephen Kennedy

Quick answers generated from the profile data available on this page.

What company does Stephen Kennedy work for?

Stephen Kennedy works for Chartered Wealth and Estate Associates Inc..

What is Stephen Kennedy's role at Chartered Wealth and Estate Associates Inc.?

Stephen Kennedy is listed as Leadership and Strategy Executive | Industry Consultant at Chartered Wealth and Estate Associates Inc..

Where is Stephen Kennedy based?

Stephen Kennedy is based in London, Ontario, Canada while working with Chartered Wealth and Estate Associates Inc..

What companies has Stephen Kennedy worked for?

Stephen Kennedy has worked for Chartered Wealth And Estate Associates Inc., Chartered Wealth And Estate Advisory Inc, F45 Riverbend-Byron (Westbend), Financial Horizons Group, and D.L. Deeks Insurance Services Inc..

How can I contact Stephen Kennedy?

You can use AeroLeads to view verified contact signals for Stephen Kennedy at Chartered Wealth and Estate Associates Inc., including work email, phone, and LinkedIn data when available.

What schools did Stephen Kennedy attend?

Stephen Kennedy holds Bachelor Of Arts from The University Of Western Ontario.

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