Our Team

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.

Andrew Kinzie, BBA

Investment Fund Advisor

With a Business degree (Financial Accounting) from St. FX University, Andrew brings a wealth of knowledge and a fresh perspective to the team.

Lori Esteireiro

Licensed Administrative Assistant

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

Angela Barth-Reist

Branch Administrator

Ang is the first voice on the phone and the first face you see at the office. Her positive spirit is an outstanding addition to the office.

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