National Wealth and Investment Management Leader
Bay Adelaide East
8 Adelaide Street West, Suite 200
Kendra is a Consulting Partner at Deloitte, leading Deloitte’s national “Future of Advice and Investment” Practice, focused on Wealth and Investment Management advisory and transformation. She was one of Canada’s Top 50 Women in FinTech in 2019.
Kendra has over 20 years of management consulting experience in the financial services industry, specializing in strategy for advice-led sales, with a focus on large-scale transformation, post-merger integration, digital distribution, and customer strategy for banking, private equity, insurance and brokerage clients in North America.
As a market leader in the wealth and investment management industry across North America, Kendra is focused on the full value chain of Investments, helping leading wealth and investment management organizations transform.
Additionally, Kendra works closely with heads of sales and strategy and chief operations officers to help them achieve their mandates.
Kendra’s research and blogging focus on the future of wealth and investment management and how the industry is evolving to serve investors across all demographics and asset classes in a profitable and scalable way.