KERR, Wendall: CPCA

Wendall established his insurance and financial services practice in Medicine Hat, Alberta in 1987, and has a vast knowledge of individual, farm and small business planning. Wendall’s focus is providing investment, tax and insurance solutions to his clients across the Prairies.

After twenty-nine years of independent advising – Wendall began collaborating with the ITI Financial team in 2016 – making the full transition to team member in 2020.

Born in Manitoba and being raised on the family farm gave Wendall his disciplined work ethic. He moved to Saskatchewan in 1979 and spent eight years working the Grain Business. Wendall and his wife then moved their family to Medicine Hat, where they raised their two children. His management experience was a great foundation for developing his financial services business.

Wendall holds his CPCA (Certified Professional Consultant on Aging) and has a vast understanding of the issues facing seniors. He understands the aging process and how it influences the health, social and financial concerns of aging Canadians and their families.

Staying current on the impact of tax changes and industry trends is of great importance and Wendall accomplishes that through his membership of a number of associations; Wendall is a member in good standing of The Conference for Advanced Underwriters (CALU), The Financial Advisors Association of Canada (Advocis), the Age-Friendly Business Academy, and the Canadian Association of Farm Advisors.

Member: Alberta Insurance Council