We believe that family is the most important thing in the world, which is why we have built a family business focused on helping your family business achieve their goals. Not just financial goals, we focus on enhancing your communication, growing your relationships, and leaving a legacy to help create a strong family foundation.
We believe that trust is an essential ingredient in a successful wealth management plan. Trust in the plan, trust in our partnerships, and trust in the team we’ve created to help achieve your goals.
We believe that transparency is key to a successful partnership. We will provide, to our partners, complete transparency of our process, compensation, and outcomes. In turn, we will ask for complete transparency from our partners.
Jessica received both her undergraduate and MBA degree while attending Niagara University in Lewiston, New York. Her practice involves transitioning people’s wealth from one generation to the next in the most tax efficient way.
In addition, Jessica has been a sought after speaker for many of her industries Financial Centres across Canada.
As a Certified Financial Planner, Mike focuses on developing a goals oriented, comprehensive financial plan. The planning process isn’t something that happens over-night, which is why Mike believes in building long-lasting relationships with the partners he works with.
Samantha has 10+ years experience in the financial services industry. As Office Manager and Executive assistant, Samantha is responsible for supporting business development plans, customer service accounts, and marketing/administration support.
As a Certified Financial Planner, Rachel has proven to be an invaluable asset to KFG. Coming from a family of physicians, Rachel’s practice has a strong focus on assisting physicians and other professionals with their financial planning. She, like everyone at KFG, believes in the holistic planning process and building long-term, long-lasting relationships. She is a past Board Member of the Canadian Mental Health Association (CMHA) Niagara and more recently Co-Founder of Charity Gals, a charitable fundraising initiative for local non profits such as the Lincoln County Humane Society and CMHA Niagara.
Anne has over 46 years of financial services experience, all with London Life. She works very closely with all team members of KFG in a support and consulting role by providing her expertise and guidance in the areas of estate preservation and wealth capitalization. The level of dedication she has shown both her clients and the team members at KFG is what the company’s values are built on.
Rick has over 40 years of financial services experience, all with London Life. For the past 16 years, he has served in a management role as the Regional Director for Freedom 55 Financial, a division of London Life. He works very closely with all team members of Kemp Financial Group in a support and consulting role by providing his expertise and guidance in the areas of estate preservation and wealth capitalization.
With 10 years of experience in the financial services industry, Richard brings a wealth of knowledge and experience to the Kemp Financial Team. With Rick’s exposure to the athletic industry, he believes in a team approach when it comes to building out financial plans for his clients, capturing the KFG belief in wholistic financial planning.
Kemp Financial Group is in the unique position of having Scott Sadler as an exclusive business partner. In his capacity as Actuary, Scott works with insurance companies to redesign existing products and policies to meet the specific needs of our clients. In doing so, he delivers maximum value to our clients as they pay only for those facets of the policy they need, not for those they will never use.
Forthlane provides families of wealth with fully-integrated support, encompassing family office services, investment management, learning & development, and business ventures advisory.
Sean comes from a wealth management background and brings extensive investment knowledge to the team from his time with a top Canadian asset management firm.
He graduated from the University of Guelph with a Bachelor of Commerce degree and has obtained his Canadian Securities license. He will be servicing Toronto, the Greater Toronto Area and the Durham region, focusing on building a financial plan for his clients that balances the needs of today while planning for tomorrow.
3976 Portage Road, Niagara Falls, ON, L2J 2K9