Kendal holds a Chartered Professional Accountant (CPA) designation and is a level one badge holder of the Certified Financial Analysist (CFA) designation. He has gained experience at Ernst & Young, Cervus Equipment, and TRF Group. He has completed his Master of Professional Accounting (MPAcc) as well as a Bachelor of Commerce majoring in Finance from the University of Saskatchewan.
Kendal Wilson will be working with us to enhance our Financial Planning Service specializing in the areas of Tax, Estate and retirement planning for our clients. Kendal will be present for most of our meetings to allow him to gain an understanding of your financial and lifestyle goals.
Kendal grew up on the Wilson Family Farm in south central Saskatchewan where he spent the first 20 years of his life helping on the family cattle ranch. From there he gained experience in the farm industry working for Richardson Pioneer before making a switch to the accounting and financial industry. He currently is supporting his clients, who are primarily small business owners and professionals by integrating their financial advising with their taxes.
Kendal’s view on finances is that they provide two functions: the first is individual freedom and choice, and the second is to help others. He is dedicated to first understanding everyone’s goals and objectives where he can support client by achieving individual financial freedom. Once achieved, he will continue to monitor your current situation to ensure your desired lifestyle is within reach.
During Kendal’s spare time you can find him, along with his wife Kaylee, and two children, participating in activities such as curling, golfing, and swimming. He can also be found enjoying local foodie events around Saskatchewan.
Kendal looks forward to joining Larry and Tyler by continuing to support you as we continue to improve our service offerings by integrating his tax experience to our investment advice.
