Stephen Kennedy

Stephen Kennedy Email and Phone Number

Strategic Sales Leader | Corporate Financial Strategist | High Performance Team Cultivator @
Stephen Kennedy's Location
London, Ontario, Canada, Canada
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

Stephen Kennedy's Current Company Details
Chartered Wealth and Estate Associates Inc.

Chartered Wealth And Estate Associates Inc.

Strategic Sales Leader | Corporate Financial Strategist | High Performance Team Cultivator
Stephen Kennedy Work Experience Details
  • Chartered Wealth And Estate Associates Inc.
    Leadership And Strategy Executive | Industry Consultant
    Chartered Wealth And Estate Associates Inc. Jan 2011 - Present
    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.
  • Chartered Wealth And Estate Advisory Inc
    Certified Financial Planner
    Chartered Wealth And Estate Advisory Inc Jan 2000 - Present
    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
  • F45 Riverbend-Byron (Westbend)
    Franchise Owner
    F45 Riverbend-Byron (Westbend) Jan 2020 - Aug 2023
    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.
  • Financial Horizons Group
    Senior Business Development Manager
    Financial Horizons Group Dec 2011 - Aug 2017
    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.
  • D.L. Deeks Insurance Services Inc.
    Vice President
    D.L. Deeks Insurance Services Inc. Apr 2009 - Nov 2011
    Toronto, Ontario, Canada
  • Equitable Life Of Canada
    Sales Director-Wholesaler
    Equitable Life Of Canada Jun 2005 - Mar 2009
    London, Canada Area
  • Freedom 55 Financial
    Financial Advisor
    Freedom 55 Financial Mar 2001 - Jun 2005
    London, Canada Area

Stephen Kennedy Education Details

Frequently Asked Questions about Stephen Kennedy

What company does Stephen Kennedy work for?

Stephen Kennedy works for Chartered Wealth And Estate Associates Inc.

What is Stephen Kennedy's role at the current company?

Stephen Kennedy's current role is Strategic Sales Leader | Corporate Financial Strategist | High Performance Team Cultivator.

What schools did Stephen Kennedy attend?

Stephen Kennedy attended The University Of Western Ontario, Oakridge.

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