People

Meet the Kindred Investment Team

    Your Investment Team is:

    • Professional, experienced, and accredited
    • Connected to our credit union specialists and centralized support team
    • Associated with national and international financial services partners

    Contact your local branch and meet with a member of our Investment Team for your free financial plan.


    Brian Barsness, Director, Investment Services

    "I believe we have some of the best investment products and services in conjunction with one of the best investment teams in the industry. Kindred’s approach to finances flows out of our faith tradition with values at the core."
    Click here to read Brian's full bio

    Brian Barsness, CIM
    Director, Investment Services | Kindred Credit Union
    Mutual Funds Specialist | Qtrade Asset Management, Inc.
    Tel: 519.772.5209 | Cell: 519.575.1163

    Ross Nichol, Senior Financial Planner

    "With over 20 years of experience helping people build financial portfolios, I am passionate about helping you live out the intersection of finances and faith-based values."
    Click here to read Ross's full bio

    Ross Nichol, CFP®, RIS
    Senior Financial Planner | Kindred Credit Union
    Senior Financial Planner | Qtrade Advisor
    Specializing in Wealth Management and Portfolio Construction
    Phone: 519.669.1529 or 1.800.265.1994

    Marilyn McKever, Financial Planner

    "What really matters to me is working closely with members in order to understand their unique outlook and situation, thereby respectfully helping them pursue and achieve their financial goals."
    Click here to read Marilyn's full bio

    Marilyn McKever CFP, CIM, RRC, RIS
    Senior Financial Planner | Kindred Credit Union
    Senior Financial Planner | Qtrade Advisor
    Specializing in Wealth Management and Portfolio Construction
    Phone: 519.746.1770, Ext. 2607 or 1.800.265.4513, Ext. 2607

    Paul Arsenault, Financial Planner

    "I joined Kindred in 2015 because of the unique opportunity to align my work and my faith. I appreciate Kindred’s devotion to the needs of their members.  At Kindred, it’s not about commission sales and the bottom line, it’s all about what’s best for the member."
    Click here to read Paul's full bio

    Paul Arsenault, CFP, PFP
    Manager, Financial Planning | Kindred Credit Union
    Branch Compliance Manager | Qtrade Asset Management Inc.
    Phone: 519.741.6120 or 1.888.672.6728

    Aylmer Investment Team

    Angela Garland

    "I started my career at Kindred in 2006 after graduating from the University of Manitoba. I value the opportunity to partner with you in making knowledgeable and informed decisions about your investments and future savings."
    Click here to read Angela's full bio

    Angela Garland, CFP, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 226.751.4794 or 888.220.1442

    Elmira Investment Team

    Brad Thompson Financial Planner

    “I am passionate about building relationships and educating members. I find coaching and helping members achieve their financial goals very satisfying.”
    Click here to read Brad's full bio

    Brad Thompson, PFP, RIS

    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 519.669.1529, Ext. 2107 or 1.800.265.1994, Ext. 2107

    Rachel Metzger

    “I really enjoy working with members who are just starting out and planning some broad objectives. Then I get the pleasure of helping them along that path, following their journey, and watching them reach their goals!”
    Click here to read Rachel's full bio


    Rachel Metzger, CFP, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative| Qtrade Asset Management Inc.
    Phone: 519.669.1529, Ext. 5547 or 1.800.265.1994, Ext. 5547

    Michelle Martin, Investment Services Representative

    "I have the best of both worlds: I can live out my values as well as help you with your financial goals. I am passionate about helping people feel secure and educated in their financial decisions."
    Click here to read Michelle's full bio

    Michelle Martin, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.669.1529, Ext. 2115 or 1.800.265.1994, Ext. 2115

    Kitchener Investment Team

    Tobin Reimer, Financial Planner

    "My wife, Meghan, and I are excited to be starting our family in the community we love. I value the connections I make in supporting our community and each member and I come to every meeting with the goal to help you navigate your financial decisions with confidence."
    Click here to read Tobin's full bio

    Tobin Reimer, CFP, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 519.576.7220, Ext. 2207 or 1.800.565.6801, Ext. 2207

    Dorothy Hall, Investment Services Representative

    “I enjoy Kindred’s warm and welcoming environment. There’s a strong sense of community.”
    Click here to read Dorothy's full bio

    Dorothy Hall, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.576.7220, Ext. 2208 or 1.800.565.6801, Ext. 2208

    Leamington Investment Team

    Donna Colenutt, Financial Planner

    "Working collaboratively with you, I have one objective: to deliver a comprehensive, tailored plan that helps you achieve your financial goals and realize your dreams!"
    Click here to read Donna's full bio

    Donna Colenutt, PFP®, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 519.326.8601, Ext. 2307 or 1.800.565.6801, Ext. 2307

    Investment Specialist

     “At Kindred, I can focus on member needs, not sales. I want members to know that I’m partnering with them; I’m working with them so they can reach their goals.”
    Click here to read Bilal's full bio

    Bilal Al-Nawawreh
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.326.8601, Ext. 2308 or 1.888.285.5501, Ext. 2308

    Milverton Investment Team

    Carolyn Brown, Senior Investment Services Representative

    "I love that Kindred offers me the opportunity to live out my faith, that we work with the best interests of our members in mind, and that we are not motivated by commission."
    Click here to read Carolyn's full bio

    Carolyn Brown, CFP, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 519.595.8796 or 1.800.952.2217

    Nikki Leis, Investment Specialist

    “In managing our family banking, I came to know the Member Services team in the Milverton branch and knew Kindred was where I wanted to be. I enjoy working with our members and helping them reach their financial objectives.”
    Click here to read Nikki's full bio

    Nikki Leis, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.595.8796 or 1.800.952.2217

    Mount Forest Investment Team

    Angela Garland

    "I started my career at Kindred in 2006 after graduating from the University of Manitoba. I value the opportunity to partner with you in making knowledgeable and informed decisions about your investments and future savings."
    Click here to read Angela's full bio

    Angela Garland, CFP, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 226.751.4794 or 888.220.1442

    Nikki Leis, Investment Services Representative

    “In managing our family banking, I came to know the Member Services team in the Milverton branch and knew Kindred was where I wanted to be. I enjoy working with our members and helping them reach their financial objectives.”
    Click here to read Nikki's full bio

    Nikki Leis, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.595.8796 or 1.800.952.2217

    New Hamburg Investment Team

    Jeff Foster, Financial Planner

    "Listening with compassion and helping you stay on track to achieve your financial goals is what I’m passionate about in my work."
    Click here to read Jeff's full bio

    Jeff Foster, CFP, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 519.662.3550, Ext. 2507 or 1.800.567.4047, Ext. 2507

    Lorna Roth, Investment Specialist

    "New Hamburg is my community and Kindred has been my second home for over 30 years. I’ll connect you with the right people and products to help you reach your financial goals and dreams!"
    Click here to read Lorna's full bio

    Lorna Roth, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.662.3550, Ext. 2508 or 1.800.567.4047, Ext. 2508

    Waterloo Investment Team

    Darcy Hermary, Financial Planner

    "I enjoy talking with members about socially responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning."
    Click here to read Darcy's full bio

    Darcy Hermary CFP, CLU, RIS
    Financial Planner | Kindred Credit Union
    Financial Planner | Qtrade Asset Management Inc.
    Phone: 519.746.1770, Ext. 2616 or 1.800.265.4513, Ext. 2616

    Andrew Zorgdrager, Investment Specialist

    “I love that all of my decisions at work can truly be based around what is best for my members.”
    Click here to read Andrew's full bio

    Andrew Zorgdrager, RIS
    Investment Specialist | Kindred Credit Union
    Mutual Funds Representative | Qtrade Asset Management Inc.
    Phone: 519.746.1770, Ext. 2608 or 1.800.265.4513, Ext. 2608


    CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with flame design) are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

    Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA.

    Financial planning services are available only from Qtrade Asset Management mutual funds representatives who hold financial planning accreditation from applicable regulatory authorities.

    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

     
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