Rachel Metzger, CFP, RIS

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!”

Rachel Metzger, CFP, RIS

Investment Specialist | Kindred Credit Union
Mutual Funds Representative| Qtrade Asset Management Inc.
Phone: 519.669.1529, 1.800.265.1994, 519.746.1010 ext. 5547

I started working at Kindred in 2007. First, I worked in administration at head office, and then my passion for numbers, planning, and budgets led me to a career in investment services. I joined the Investment Team in 2011, serving Milverton members. I have a Bachelor of Arts from Wilfrid Laurier University and I earned my Certified Financial Planner designation in 2017.

The atmosphere at Kindred makes it a great place to work. Member needs drive our work, and there is a strong service attitude. I meet members where they’re at, customizing their investment plan to fit their faith and values. 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!


Mutual funds services are 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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