About Us

Anne Kinzie, CFP®

Certified Financial Planner® professional
Senior Financial Advisor / Life Insurance Advisor

"If it isn’t in my client’s best interest, then it has no interest to me".

With over 25 years of industry experience, I am the principal advisor for Kinzie Financial. I grew up in Kitchener and graduated from Wilfrid Laurier University. Professionally, I attained my Certified Financial Planner® designation in 2001.

As a transplant resident of Cambridge, I have embraced this community and its quirks and proudly proclaim to live in Preston, play in Hespeler (tennis, that is) and work in Galt. With that said, Kitchener/Waterloo is simply an expressway drive away and very much a part of my world.

Helping clients achieve and maintain their financial security is one of my greatest joys. I provide easy to understand financial plans that we work through together and then continue to monitor throughout retirement.

Brian Maxwell

Brian Maxwell

Associate Financial Advisor


With over 25 years of investment and business experience, Brian has a wealth of knowledge that he uses to support our clients.

Lori Esteireiro

Lori Esteireiro

Licensed Administrative Assistant


As a licensed assistant, Lori is available and capable to immediately answer many client requests.