With more than three decades of experience and extensive education and credentials, Rod leads our group and advises investors with the most sophisticated needs. A multifaceted professional, Rod helps high-net-worth individuals, business owners, professionals and foundations to address many of their financial needs through investment, retirement, estate planning and business succession strategies.
Rod holds a Bachelor of Commerce in Accounting and Finance from the University of Toronto and the Chartered Professional Accountant/Chartered Accountant designation. He is also a Portfolio Manager who holds the Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute designations.
In October 2017, Rod was a proud recipient of the Ontario 150 Award for exceptional volunteer contributions that have helped to build Barrie into a more vibrant, compassionate community. He is past Chair of the MacLaren Art Centre Board, past member of the Brain Injury Association of York Region Board, and past Chair of the Child Find Ontario Simcoe Chapter Board. In addition, Rod volunteers as the founder and organizer of Battle of the Bands, a popular charity event that has raised half a million dollars over the past 15 years to support the Royal Victoria Hospital and the MacLaren Arts Centre.
Kempenfelt Asset Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of the Toronto-Dominion Bank.