Kevin MacLeod, CFP
President, Money Advisor Wealth Management
Financial Planner, Money Advisor Wealth Management/Worldsource Financial Management Inc.
When Kevin found himself transitioning in both professional and personal realms over 20 years ago, good advice was a rare commodity. Having sold his retail business, he sought financial advice as a means of securing his future: he and his wife were about to start a family. He also sought a new career and when his year-long-search clearly pointed him towards financial services, Kevin’s future was realized. He earned his CFP designation and set out to educate people on money matters – one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from seeing their clients’ make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected.” – Kevin MacLeod
KEN SERR, B.Comm, CFP
Certified Financial Planner
Ken has been employed in Accounting, Management and Finance positions since 1980, and has been an active member of his community for many years. He was awarded the Alberta Centennial Medal in 2005 for recognition of his outstanding service to the people and province of Alberta. Ken is a former instructor in the Business Faculty of the Medicine Hat College, former Chairman of Medicine Hat School District #76, and former Co-Chair of the Child and Family Services Authority of South Eastern Alberta. He is currently an active volunteer for the Medicine Hat chapter of the Children’s Wish Foundation of Canada. Ken completed a Bachelor of Commerce degree at the University of Calgary and in 1999 earned the Certified Financial Planner designation. “Educating clients to help them make sound financial decisions for their future is the most important thing I do.” – Ken Serr
Collaborative, gregarious and committed: this is a snap shot of Kara. Interacting with people is something she genuinely enjoys, in fact, she’s passionate about it. Kara has been surrounded by the financial industry from a young age and has garnered experience throughout the field — little wonder she’s a perfect fit when it comes to helping clients. She graduated from the University of Saskatchewan in Finance with Honours, and has worked in both the distribution and sales side of the business. When she’s not in the office, you will likely find Kara pursuing her other three passions: coaching soccer, fitness and her family. “Your interactions should leave people better then how you found them… I’m on a life-long journey of helping others and self-improvement.” – Kara Patton
Administrative Assistant – Insurance Services
Standing on top of a sluice box, she was doing what most of us just watch on a reality show – she was mining for gold in the Yukon! She also homeschooled her kids and took care of a bustling household. She learned the value of being patient, mastered the art of multi-tasking, all while growing her career in the insurance industry over the last 20 plus years. Deb effortlessly supports our clients through her in-depth industry knowledge and easily adapts to situations by listening intently, not to mention she always has a great story to share.
Cory has had a long term passion for investing, starting his own investment at the age of 12. He comes to our firm with previous experience in a major Alberta bank and a national life insurance company. Cory graduated from Brandon University with a major in Business Administration and a minor in Economics. When he is not watching the financial news station, you will find him outside cycling, hiking or playing with his two kids. Cory and his family have been in Alberta 18 years. He is an active member of the 100 Men group and is currently the Vice President of Ups and Downs – Calgary Down Syndrome Society.
Kellie is taking a one-year hiatus from school to experience the work force. She is looking forward to interacting with clients and learning the inner workings of a company. Her extensive volunteer background has equipped her with the ability to engage with anybody at any age. Outside of work Kellie is a bit of an amphibian, enjoying activities on both land and water. Hiking, biking, water skiing and surfing, these are just a few things that Kellie likes to do in her free time. Her vision for the future includes a career in Nursing or Psychology, as long as it something that will give her the flexibility to travel the world.