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 30 years of industry experience, I am the principal advisor for Kinzie Financial. I grew up in Kitchener and graduated from Wilfrid Laurier University with a degree in Psychology. This is a driving force behind my client focused method, I know what makes a person tick! Professionally, I attained my Certified Financial Planner® designation in 2001.
I have developed a team of trustworthy and highly competent members that are available to my clients when needed. Helping clients achieve and maintain their financial security is one of my greatest joys. I provide easy to understand financial plans that we work on together and then continue to monitor throughout retirement.
As a proud 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.
Andrew Kinzie, BBA
Financial Advisor
A native of Cambridge, ON, Andrew understands the dynamics of Waterloo Region and the tri-cities. Andrew attended St. Francis Xavier University in Antigonish, NS, earning a BBA with advanced major in accounting. Upon graduation, he spent several years with a large multinational technology company in Halifax before joining Kinzie Financial in 2020.
The move brought Andrew closer to family (closer than he ever imagined) and allowed him to apply his education in an impactful way. Growing up with a parent, Anne, who is a financial advisor, you could say it was the natural progression of a career. It also makes a compelling argument for clients, when they get to experience the continuity of service across two generations of advisors.
Planning and being organized is a hallmark of Andrew’s personality, it’s what makes him good at planning date night outside the office. When Andrew isn’t at the office, you can definitely find him being a high handicapper at the golf course, and if he’s given up on golf then you can find him reading a good book.
Lori Esteireiro
Licensed Administrative Assistant
Lori has been a valuable member of Kinzie Financial for over 10 years now, her work behind the scenes is an integral part of our practice. As a licensed assistant, her skill level is profound and provides invaluable resources to the team and clients, with the ability to receive and respond to client requests directly.
As the proud mother of two grown, accomplished sons, family is a very important factor in her life (along with the fact that she is a hockey fanatic!). If you want to talk hockey in the office, Lori is your person!
Angela Barth-Reist
Licensed Administrative Assistant
Angela joined Kinzie Financial in 2020 and has likely been one of the first voices that you’ve heard over the phone when calling the office. First impressions matter, and Angela’s positivity highlights her positive spirit and attitude towards life. Ang’s positivity is matched only by her attention to detail, a crucial factor in serving our client’s needs.
Ang loves spending her time outdoors, whether that be doing yard work or enjoying a cold drink in the sun. You can be sure to find Ang enjoying her time at her trailer with family on weekends during the summer months.