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
Chartered Wealth And Estate Associates Inc.
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Leadership And Strategy Executive | Industry ConsultantChartered Wealth And Estate Associates Inc. Jan 2011 - PresentToronto, Ontario, CanadaUsing 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.
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Certified Financial PlannerChartered Wealth And Estate Advisory Inc Jan 2000 - PresentLondon, Ontario, CanadaAs 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
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Franchise OwnerF45 Riverbend-Byron (Westbend) Jan 2020 - Aug 2023London, Ontario, CanadaAs 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.
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Senior Business Development ManagerFinancial Horizons Group Dec 2011 - Aug 2017London, Canada AreaWith 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. -
Vice PresidentD.L. Deeks Insurance Services Inc. Apr 2009 - Nov 2011Toronto, Ontario, Canada
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Sales Director-WholesalerEquitable Life Of Canada Jun 2005 - Mar 2009London, Canada Area -
Financial AdvisorFreedom 55 Financial Mar 2001 - Jun 2005London, Canada Area
Stephen Kennedy Education Details
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Bachelor Of Arts -
Oakridge
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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