Anne Kinzie, CFP®
"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@holliswealth.com
With over 25 years of investment and business experience, Brian has a wealth of knowledge that he uses to support our clients.
Lori Esteireiro
As a licensed assistant, Lori is available and capable to immediately answer many client requests.
