Dean Kendall is a Financial Organizer, CLU®, CH.F.C.® from Calgary Alberta, Canada. Fortunately, in 2008 after 16 years as a financial planner he underwent a dramatic positive transformation both personally and professionally. He decided that the profession and the industry had to be changed to serve clients in a radically different way. He also wanted to bring clarity and transparency to both services and fees. He felt that it was critical to integrate and align three key areas – your most deeply held values, your most important goals (financial and non-financial) and the entirety of your financial affairs, in order to help you live your ideal life. Without this alignment, he felt that his clients were taking excessive risks to chase returns without a clear picture of where they were going and why getting there was truly important to them.
Dean wanted to create a client centered methodology and to serve his clients to a higher fiduciary standard than any governing or regulatory body in Canada. He developed a process that gives clients the highest probability of achieving their most important goals in the shortest possible timeframe. He helps clients delegate in all areas of their lives so they can create more discretionary time. The big payoff for his clients is spending more quality time on the truly important areas of their lives, including family, fitness and health, travel and hobbies, contributing more time to meaningful causes, exploring their spirituality, or whatever is most important to them.
Dean was a 3X Canadian National #1 Amateur BMX rider and a 5X Canadian National #1 Professional BMX rider. He leverages his dedication, focus and enthusiasm for sports to coach his clients to win by achieving their ideal lives. Dean also enjoys the adrenaline of downhill mountain biking, heli-boarding and is trying to figure out surfing. Dean lives in Calgary with his extraordinary wife Ellen and his awesome yellow lab Herschel