The financial industry is not an easy thing to navigate. The Canadian government recently put out a statement warning “banks aren’t there to look out for your financial interest”. Finding someone to help manage your wealth, is a precarious task. It’s why Kinsted was founded. Our team believed there was a better way to manage your wealth.
A lot of our industry is shrouded in confusing terminology, which is why we try to keep the lingo as straightforward as possible.
Full stop. We take no kickbacks for selling specific products, there are no hidden commissions, and our only source of revenue is what our client’s pay us.
Our team is comprised of CFA Charterholders and MBAs who have proven track records in our industry. But we’re also a group of people who understand the value of staying humble while making confident investment decisions.
Excellent campfire vocalist, passionate about the market.
Royce’s gregarious, fun-loving nature is immediately apparent to anyone who meets him. Anyone who spends time with him knows that in addition to enjoying a good laugh Royce is also a perceptive and intuitive leader with a huge heart. He was called to the industry by a deep passion for the market and behavioural finance and has spent the past three decades as a portfolio manager, crafting investment strategies for private clients, foundations and trusts. Before he entered the world of finance, Royce spent years chasing pucks on a scholarship from Dalhousie. Nowadays, along with his wife Lisa, he’s chasing his three sons across Canada, as they pursue degrees at various universities. Outside of work Royce loves golf, socializing, coaching team sports, fly-fishing and a good campfire sing-along.
Loves cars, has a pet dragon.
Looking only at Collin’s advanced degrees and more than two decades of impressive financial industry experience one might expect Collin to have a chip on his shoulder. The reality couldn’t be further from the truth; his affable disposition is made immediately apparent the moment he walks into any room. In addition to an impeccable track record in the financial industry, consulting for investment advisors and institutional clients, Collin has also fathered three young children whose athletic pursuits keep both him and his wife busy. The Gordon household is also home to what could be characterized as a micro-zoo, comprised of a dog, dwarf hamster and bearded dragon. When Collin finds a spare moment his favourite hobby is amateur car racing, although he won’t turn down an opportunity to spend some time on the back nine. Born and raised in Calgary, Collin believes strongly in giving back to the community, and he can often be found contributing both time and money alongside his family.
Top-ranked cribbage player in the office.
When it comes to wealth management Jeff has done it all — he ran his own very successful financial planning business, he worked for a large multinational bank, as well as an insurance company, and has been managing portfolios for close to a decade. He’s a great listener, a man of convictions, and makes time to know his clients on a personal level. Personal, and industry accolades aside, Jeff’s biggest claim to fame, aside from finding a charming lawyer lady to marry him, may be his wonderfully dry sense of humour. If his penchant for hilarious side-comments delivered with a stone-cold expression doesn’t at least garner a chuckle, you’re probably not human. A real family man, Jeff is happiest spending time with his wife and two kids at their cabin, and thoroughly enjoys a game of cribbage. Outside of time with the family, Jeff can be found golfing or playing hockey, two sports which he professes to enjoy mostly for the post-game beer. He’s also a massive fan of the NFL, with a life-long dream of making it to every stadium in the world.
Board sport enthusiast, part time dog trainer.
Josh has a positive, straightforward disposition. He joined the Kinsted team from a large independent firm. A true financial whiz, when he’s not at work, he donates his time to the Dear Heart Foundation as their Director of Finance. Outside of his passion for numbers, he loves any sport that involves a board. Summers alongside his wife and daughter are dedicated to surfing, winters to snowboarding, but he’ll also say yes to golf, hiking, or just about anything that involves being outside. The dynamic duo have also added a German Shepherd puppy to the mix to join them on their adventures.
College basketball champ, recreational creative thinker.
Known as 'Smiley Mike,' this guy finds a way to prosper with positivity in every situation. Mike has worked with multiple teams within the wealth management industry and has experience ranging from portfolio management to client acquisition. When he's not hitting the office, he's hitting the court for some post work b-ball, or learning classic rock songs on his guitar. In his university years he played for the Concordia Thunder before moving to Lethbridge. As a people person, Mike has brought loads of success to the team. He takes his radiant personality wherever he goes, including his jaunts to Costa Rica, Norway, and Texas, to name a few.
Associate Wealth Counsellor
Disc golfer, miniature painter, and classic literature buff.
Also known around the office as "Danny", it is not often that you come across someone as unique as him. His cheerful and positive attitude shines through even on the gloomiest days. Before joining Kinsted, Danny spent four years in Private Wealth Management after spending three years as a Banking Advisor. One may say that Danny has a particular taste in extracurriculars; when he’s not discussing the markets, you can find him "holing out" on the disc golf course or painting miniature figurines. This isn’t the only interesting fact about him; Danny and his wife, Mindy, have a soft spot for classical literature, so much so that their son’s name, Atticus, was inspired by To Kill a Mockingbird, and daughter, Juliet, from Romeo and Juliet. Danny is in arms reach of completing his CFA designation, with only one exam left to go. Apart from studying for his last exam, Danny likes to bury himself in spy and fantasy novels, spend time with his family, and enjoy anything “nerd” related, in his words.
Life-long athlete, forever student.
Born and raised in Calgary, Adam lives for any chance he gets to be outdoors and active. Regardless of the season, you can find Adam shredding down a mountain by bike, skis, or snowboard. Adam came to Kinsted with a broad depth of experience in the investment industry, where he focused on solving the issues most prevalent to investors. Not only is he known to be respectful, empathetic, and enthusiastic, Adam has a team-oriented disposition which explains his life-long love for football. This passion goes way back and landed him as the University of Calgary Dinos team receiver and also sees him as a youth community football coach for the past several years. Aside from sports, Adam holds the Chartered Investment Manager designation and is pursuing his MBA. When he’s not reading the GMAT study guide, you can also find Adam working on his “A” game on the golf course and spending time with his beloved pooch, Winston.
Ginger-coloured cat owner, might be magic.
With more than a decade of experience managing relationships and logistics in the financial industry, Jodi is a beacon of positivity wherever she goes, but has really brought the magic to Kinsted where everyone who meets her greatly appreciates her cheerful, enthusiastic disposition. An easterner at heart, Jodi was raised in PEI wearing cleats on the rugby field and point shoes on the stage — the perfect metaphor for her elegant, no-nonsense approach to work. In addition to a very handsome ginger-coloured feline, her house is home to her young daughter and an exceptionally enthusiastic NBA fan who also happens to be her husband. When she’s not with her family, Jodi loves a hardcore workout (she’s been known to goad co-workers into participating) and anything to do with interior design. She has yet to meet anyone who rivals her passion for throw pillows.
Foodie Fanatic with a knack for organization.
An inquisitive, bubbly, and energetic individual, Danelle’s curiosity has taken her from Calgary to Toronto and back in her several years of experience in the financial services and investment management industry. Although it may seem that she is always on the move, Danelle found home in Calgary with her husband, mother, and her quirky pup, Carmine. One could say that cooking is Danelle’s love language with her passion for the culinary arts. Known around the office as the ‘foodie’, she is always trying new restaurants and recipes. Danelle is the ultimate team-player and when she is not solving problems in the office, you can find her listening to podcasts, organizing her closets, cycling, traveling, and reading her current favorite, Off Script by Marci Ien.
Team player who crushes novels in her spare time.
Sheryl is an administrative guru. Her experience in Finance and Insurance is second to none, with almost two decades of immersive experience. From staff management to training newbies, to problem-solving for tough clients - her positivity has left every sector of finance a little bit brighter. This detail-oriented thinker doesn't back down from a challenge, but when it's time to take off her many hats, she enjoys quiet time with a book in her backyard. Sheryl also loves spending time with her family, including cuddles with her grandson Hunter and the family dog Ace.
Potterhead with a shocking shoe collection.
Although she is still early in her career, Alex has already dipped her toes into several areas of the financial services industry. A notorious go-getter, she has represented Mount Royal University as team captain at the CFA Institute’s Research Challenge in addition to acting as a Supervisory Analyst in the Student Investment Fund. But finance isn’t the only thing Alex dips her toes into; she is a proud shoe collector with over 150 pairs and counting - we have yet to see her rocking the same pair twice. In addition to her flourishing collection, Alex can’t seem to take a break from continuing her education. Already strapped with a Finance degree, Alex has obtained her LLQP license, a land administration certificate, and passed her level 1 CFA exam. When she’s not hitting the books or shopping for shoes, you can find Alex at the gym, listening to podcasts, watching murder mysteries, or binging Harry Potter with a glass of wine and her sassy cat, Doris.
Life-long learner with two kids off the payroll.
A steady and reliable professional, Simon seems far too spry to have accumulated more than three decades of experience in the investment industry. He spent the first 20 as an investment advisor and then decided to pursue an interest in portfolio management. He’s a humble student of the market and is committed to evolving alongside it. He’s loved soccer since childhood and isn’t letting the aging process slow down his passion, although he’s quickly earning an appreciation for golf. Chipping or pitching tips are welcome. Alongside his wife, he’s raised two sons both of which are well into exciting careers of their own — one as a video-game designer the other as a civil-engineer.
Part-time Panamanian, full-time businessman.
Meet the most interesting man in the world. Brent has been everywhere, sold everything, and has mastered the art of rollercoasters. His out-of-the-box business mindset has taken him to all points of the globe, including Japan, China, and South and Central America, to name a few. Throughout his career, Brent has spent his time helping companies grow and expand their businesses in the areas of financial planning, wealth management, aviation, construction services, and real estate development. If that doesn’t impress you, Brent has crossed many adventures off his bucket list that one could only dream of, including hiking the Great Wall of China and Skiing the Austrian Alps. When Brent isn’t tanning at his beach house in Panama, you can find him golfing, biking, playing tennis, or traveling the world.
Homebody with an obsession for documentaries.
Is there such thing as a homebody who loves to travel? Although the home is where the heart is for Julia, that doesn’t mean she gives up the opportunity to explore the world. Julia has visited 24 countries with the hopes of adding many more to her list. Although she enjoys expanding her horizons, she is just as content being at home with her husband and two tiny dogs, one of whom was a foster fail. While achieving her BBA in Marketing, Julia and two friends set out on the road and traveled to several trade shows across Western Canada selling their products. This was the beginning of Julia’s entrepreneurial journey where she experimented with a variety of small businesses. When she’s not binging on docuseries or going all out on holiday dinners, you can find Julia puzzling, sewing, or decorating her home.
Operations & HR Coordinator
Mindful minimalist who loves to travel.
Emily ensures that she lives every day mindfully and intentionally. Before joining Kinsted, Emily and her husband spent six months living in Spain. Her love for different cultures, languages, and travel has taken her to many points of the globe as she hopes to cross every continent off her travel bucket list. While attending university where she majored in Management and Marketing, Emily competed in various business case competitions, including the Molson Undergraduate Case Competition held by Concordia University. During her free time, Emily gives back to her community by volunteering at her local yoga studio. When it’s not winter, Emily prefers to get around the city by bike to explore, spend time in nature, and get in a good sweat. To make her even more interesting, Emily has mastered the classic Valencian Paella recipe, and is a practicing minimalist.
Chief Investment Officer
Easy going smarty pants with a love for dogs.
Brent is a globetrotter with three dogs and the kind of experience one longs for. He's seen it all, done it all, and rinsed and repeated. For close to three decades, Brent has been cracking smiles and making waves in the investment industry. His easygoing and collaborative style has earned him points with everyone, as well as his dedication to finance and the ability to manage significant funds wisely and tactfully. When he's not managing global teams or working with big names, he's crushing war novels and spending time with his lovely wife.
Chief Operating Officer//Wealth Counsellor
Anything by Malcolm Gladwell, can lift heavy objects.
It’s not surprising that the founding members of Kinsted jumped at the chance to hire Adam. He graduated in the top ten percent of his class, received the Queens Venturer Award, and is remarkably kind-hearted and easy to talk to, or as his daughter describes him “selfless and nice”. Adam likes to spend his time travelling with his wife and their three children, powerlifting, and reading anything by Malcolm Gladwell or Michael Lewis. He also manages to squeeze in volunteer work for Scouts Canada, The Heart and Stroke Foundation, and the Calgary Food Bank.
Manager, Advisory Services
Green thumb who loves the outdoors.
As soon as we met Sara, we knew she was the perfect fit for our team. Don’t let her tenacious attitude and purpose-driven style confuse you, Sara is a queen of the ski-hill, a crafter in the kitchen, and master of the backcountry. Her adventurous spirit has taken her around the world to over 20 different countries. You could not pay Sara to stay inside on a beautiful day. One of her favourite things to do is spending time outside with her boyfriend and tending to her garden. On the off chance that she’s inside, you can find her reading The Grace Year by Kim Liggett. Apart from her many personal accomplishments, Sara has completed her training in process improvement and continues to bring efficiencies and improvements to the team.
Chief Financial Officer
Social butterfly with a heart of gold.
Naomi is an avid sports enthusiast, with interests ranging from curling in the winter to surfing off the coast of Portugal in the summer. If you called her a multi-tasking powerhouse, you wouldn’t be wrong - she balances a demanding job with volunteering at her daughters’ school and team managing their sports. Plus, lucky for us, she's a whizz with numbers. With a Bachelor of Commerce, experience at Invesco Ltd & Investors Group, and as CEO, COO, and CFO of the Shumka household she's seen it all and conquered it. Thanks to some solid stints in the corporate world, alongside two children born 17 months apart, she’s earned the tenacity and perseverance to make it through anything.
Manager, People & Talent
Master ravioli chef, true crime fanatic.
It is no wonder why Sarah is our Manager of People and Talent. With her committed and friendly demeanor, Sarah is a friend to everyone. A generous giver, when Sarah's not a star in the office, she donates her time to help run a non-profit organization, re:give. Sarah is currently completing her Master of Human Resource Management. Although Sarah enjoys using her spare time to learn and give back, she also enjoys going to the gym, travelling with her husband, cooking her famous ravioli, and keeping the house clean. On the slight chance that this dynamo has some downtime, Sarah loves to binge-watch true-crime shows and admittedly, every season of the Real Housewives franchise.