KERR, Wendall: CPCA, CAFA®, EPC

Wendall was born & raised in Manitoba on the family farm followed by eight years managing a country Grain Elevator. His Ag background gave Wendall a great foundation for his financial practice, with a keen interest in serving farm families. He and his wife moved their family to Medicine Hat, where they raised their two children.

After twenty-nine years of providing investment, tax and insurance solutions to his clients across the prairies – Wendall began collaborating with the ITI Financial team in 2016 – making the full transition to team member in 2020.

Continuing Education is an important part of Wendall’s practice. Holding his CPCA (Certified Professional Consultant on Aging), his EPC (Elder Planning Counselor) and CAFA® (Certified Agricultural Farm Advisor) provides a vast understanding of the issues facing seniors, family business and farm families alike. He understands the aging process and how it influences the health, social and financial concerns of aging Canadians and their families.

Wendall supports his industry by serving as president of the local chapter of “The Financial Advisors Association of Canada” (Advocis). Plus, he is a member in good standing with The Conference for Advanced Life Underwriters (CALU), the Age-Friendly Business Academy, the Elder Planning Counsel, and the Canadian Association of Farm Advisors.

Member: Alberta Insurance Council