Brian Barsness, CIM

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."

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

I grew up in Alberta and completed my undergraduate at the University of Calgary, receiving a Bachelor of Commerce Degree. I’m also a designated Canadian Investment Manager. I live in Waterloo Region with my wife and two kids. In my spare time, I volunteer with Creekside Church in Kitchener and enjoy attending my children’s sporting and extra-curricular events.

I have 25 years of experience in the financial services and wealth management industries. I joined Kindred in 2012, and prior to working at the credit union, I was Vice-President, Sales with Qtrade Financial Group, the parent company of Meritas SRI Funds, a leader in socially responsible investing in Canada. It was through my work with Meritas that I learned of Kindred and it opened my understanding and appreciation of the unique products and services we provide to members.

It’s incredibly meaningful to be able to research ways that members can align their faith with their finances. I love being able to assist our Investment Services Team in creating financial plans for our members that brings greater clarity, peace of mind, and gets them on the path to financial success.

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.

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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