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Kevin joined Crescent Financial Group in November 2015 as Managing Partner. He started his career in 2007 spending his time as an Advisor and Senior Manager with a leading Canadian financial services institution. From 2012-2015 he was the VP of Business Development covering Manitoba and Saskatchewan for two of the largest insurance brokerage firms (MGA's) in the country. His role encompassed working with hundreds of Advisors in his territory, assisting them with their client's financial needs.
Kevin believes in giving back to his community and industry, having donated his time to the Guyanese Association of Manitoba (Director), Folklorama (Pavilion Emcee), Rady JCC Sports Dinner (Committee member), and Advocis (The Financial Advisors Association of Canada) on whose board he served for 8 years in various roles locally and nationally, most recently as President of the Winnipeg Chapter and with whom he is still a member in good standing. Kevin is presently Chair of the National and Regional Advisory Council for his insurance brokerage firm representing Western Canada. He is an active member of the Manitoba Child Care Parent Advisory Committee and currently Vice Chair of the Pension Commission of Manitoba.
Kevin specializes in wealth management and estate planning helping families and businesses achieve their financial objectives.
Kevin was born and raised in Winnipeg and resides in Oakbank with his wife Kayla and daughter Jada. He enjoys spending time at the family cottage in the Lac Du Bonnet area where he can fish and relax.
Cory joined Crescent Financial Group in November 2015 and became a Managing Partner in January 2019. Cory has been working in the financial services industry since February 2000 and spent 8 of those years working for two major Canadian banks with high net worth clients. Cory offers years of financial planning experience and has worked in many areas such as investment planning/recommendations and debt management.
Cory has volunteered for many great causes over the years such as United Way. Cory sits on the Advocis (The Financial Advisors Association of Canada) board, presently as Vice-President of the Winnipeg Chapter and has served on the board since 2018.
Cory's focus is on financial planning with his clients and he has cultivated long-standing trusting relationships with those clients he works with. Cory, his wife Tracey, son Joel, two daughters, Hayley and Isabella and his grand-daughter Isla are lifelong Winnipeg residents. As a family they are huge hockey fans. Cory regularly plays tennis and floor hockey and is lover of yoga. During the summer months the family can often be found relaxing and enjoying lake life in Kenora.
Matthew joined Crescent Financial Group in January 2022 as a Managing Partner. He started his career in 2003, working in his family's general insurance business and gaining experience in various areas of the insurance industry. In 2008, Matthew founded a life insurance and estate planning practice, and has offered insurance expertise and reliable customer service to Winnipeg and the surrounding areas ever since.
Matthew was born and raised in East Selkirk, Manitoba, and resides in East St. Paul with his wife Jenna and their three kids. He enjoys spending his free time with his family, traveling to warm destinations, and coaching his son's basketball team.
Guy is a 25+ year veteran of the Financial Services industry and is owner/manager of NCA Financial Management, an independent Financial Planning firm specializing in retirement income planning, strategic investment planning and personal tax planning. In 2016, Guy aligned himself with Crescent Financial Group to provide value-added services and bring continuity to his many valued clients.
Guy is bilingual and resides in Winnipeg with his life partner, Judy; he has a daughter and two granddaughters.
Passions have always been sports and money. Growing up it was hockey all winter and baseball all summer. Making money started at an early age and never stopped - cutting grass, shovelling snow, and operating two successful paper routes until graduating from high school in 1968.
In 1969 I entered the CAF Air Force and like many young fellows at the time had dreams of becoming a fighter pilot. My entrance test showed I could be anything and so I chose electronics even though I knew nothing about it. A year later I graduated and posted to rural Saskatchewan on the Pine Tree line – a heavy radar unit. How do I make money? – become a lifeguard, a projectionist and a bartender – no problem. Sports filled my time - hockey, football, fastball and curling and the start of my officiating career. During my time I formed my first official company - landscaping, lawn maintenance and snow clearing. Again, very successful.
After almost 20 years and a ½ dozen postings, I retired at the age of 37 with a pension and began my new career as a financial advisor – Black Friday 1987!
Taking my uniform off in the morning, I put on a suit and started at Investors after lunch. Two years later I was unemployed until I started with Canada Life in March of 1990 and the path ahead was slow and steady becoming an insurance agent and a money manager. I also dabbled with management and teaching at Canada Life.
After LUATC, and as I was studying for my CLU, I began teaching LUATC – giving back and I was a member of the executive of LUAC Winnipeg, which eventually became ADVOCIS Winnipeg. As I assumed various executive positions on the board I was also the editor of our local magazine – At A Glance – which was hugely successful. After a successful Education Forum, I became President of the Winnipeg Chapter of Life Underwriters Association. Serving an unprecedented three terms as President and after the amalgamation with the CFP Association, I moved on.
In 1996 Canada Life turned its captive agents loose and I formed The Gary D.S. Weston Financial Group. I was totally on my own, my own offices, an assistant and an associate. I was still heavily involved in hockey even though I had been diagnosed with a blood disorder. I soldiered on as health issues got in my way but, all in all, life was pretty good until my succession plan took a hit and my son was diagnosed with cancer. Eventually he passed away and my career became more profound because now I knew why I was in the insurance business and why I was a financial advisor – to help others survive life's tragedies.
In the beginning, I studied hard and after attaining my CLU – Chartered Life Underwriter – I moved on to my CHFC – Chartered Financial Consultant. That is how I hold myself out now, as a Financial Consultant, still helping others.
Now as I am older and wiser, it's time to start thinking about retirement and easing my workload. Anne wants to travel more while we still can and my grandchildren are growing like weeds. My hockey is getting harder too as I age but I still need to keep busy.
With my new associates, I hope to carry on for a few more years and continue looking after my current clients and meeting new ones.
Kathy joined Crescent Financial Group in September 2017 with over 27 years of experience in the Financial Services industry as an Investment Advisor and Insurance Agent.
After successful careers in retail management and real estate she decided to make the switch to the Financial Services industry where she has continued her passion of genuinely building relationships, advising and servicing her clients.
Kathy started her Financial Services career with a leading financial services company head quartered in Winnipeg where she worked for 12 years. She started her entrepreneurship as an independent financial advisor in 2002 with Berkshire Investment Group which Manulife Financial acquired in 2007.
She has chosen to team up with Kevin Harold and his well-established office as her final transition. This is where she intends to entrust her family's, friend's and client's long term financial advice.
Kathy loves spending time travelling, playing sports, gardening, cooking, and sharing dreams with her best friend and husband Arnie (recently retired Firefighter Captain with the City of Winnipeg). She is blessed with one son, Corey, who is enjoying a career as a Digital Marketing Manager.
Kathy feels she is rich and her greatest wealth is her family and their happiness, love and success.
Christina started her career in the Financial Services industry in 2012 with a leading financial institution.
Those who know Christina will say she is passionate about helping people and does so in a professional manner. Integrity in this industry is her priority.
She became a mother in 2016 to her daughter, Keira Sloane. Sloane has become her inspiration and motivation for success.
In her spare time, she enjoys playing sports, singing and cooking.
Christina is enjoying her career with Crescent Financial Group and is grateful for the opportunity to work with such an experienced team.
Kayla joined Crescent Financial Group in April 2016 as Operations Manager. She spent the previous 8 years working in her field of study at an Environmental Laboratory in Winnipeg, most recently as Quality Systems Coordinator. In keeping with that mindset, Kayla oversees the day to day operations and infrastructure of the firm. Kayla has also obtained her Life Insurance license, serves the Insurance Council of Manitoba on both their industry and administrative councils, and volunteers with the College of Physiotherapists of Manitoba as a public member on their Complaints Committee.
Kayla lives in Oakbank with her husband Kevin and daughter Jada. She loves music, travelling and spending time with family and friends.
Courtney brings nearly 20 years of Customer Service experience to the team. Born and raised in Winnipeg, Courtney moved to British Columbia in 2012 where she started her career in the Financial Services industry, working for the second largest credit union in Canada. She eventually returned home, working for a National MGA before joining Crescent Financial Group in 2016. Courtney spends much of her time assisting with the Insurance needs of the firm and obtained her Life Insurance licence in 2018. She continues to expand her knowledge by taking courses related to financial services.
Courtney enjoys being active and outdoors enjoying our prairie sunshine.
Daniela joined Crescent Financial Group in 2017 as an Executive Assistant. She holds over 30 years of experience in the financial services industry and her main focus is assisting with the investment needs of the firm. She is enjoying her career at Crescent Financial as she explains the environment to be warm and inviting. Daniela is grateful for working with such an amazing team of people that have become like family.
She is fluent in Italian and resides in Winnipeg with her husband and two daughters. When she's not whipping up something gourmet in the kitchen, Daniela enjoys travelling and spending quality time with friends and family.
Lisa spent several years working as a Computer Graphics Artist after graduating from Red River College in 2009 with a Diploma in 3D Computer Graphics. However, after some time she discovered the career was not right for her and made the transition into the Financial Services industry.
Lisa spent 6 years with one of Canada's largest banks where she gained valuable experience through various positions and departments within the Institution. In June 2018, she made the decision to resign from her position at the bank and instead devote all her time to her family and become a stay-at-home parent. Feeling ready to re-enter the workforce in the fall of 2020, she was brought on as a part-time Administrative Assistant with Crescent Financial Group, giving her the ability to have work life balance. With her financial background, combined with nearly 20 years of customer service experience, Lisa is eager to assist our clients reach their financial goals.
Lisa resides in Winnipeg with her husband and two children. She enjoys spending time with her family and outdoor activities such as hiking, fishing and camping.
Bree joined Crescent Financial Group in the spring of 2021 as an Administrative Assistant. Bree graduated from Northwest Law Enforcement Academy in 2019 with a diploma in Law, Protection, and Safety, and shortly after obtained her Private Investigator's License.
Bree has experience investigating high profile crimes and providing support to those in crisis. In all past ventures, Bree has excelled in delivering excellent customer service and has demonstrated exceptional organizational and communicative skills. Bree is focused on further advancing her career in the financial services industry and looks forward to meeting clients and providing excellent support.
Bree resides in Ile Des Chenes with her boyfriend Rylee, Bull Terrier Bruno, and her large collection of plants. She enjoys spending her free time with her horse Lenny, and with family and friends.
Tawnia joined Crescent Financial as a Receptionist in October 2021, after a hiatus from the working world. Prior to coming back to work, she enjoyed spending her time and days as a Stay at Home Mom to her daughter. She has worked in an office setting for a combined 15 years and enjoys the atmosphere it brings.
Tawnia is a self-proclaimed Cat Lady, and has 3 of her own. She enjoys being outside, spending time with her friends and family, and drinking way too much coffee. One of her favorite places to spend time at in Winnipeg is The Forks, as there are multiple coffee shops for her to enjoy, and even worked as a Barista for a little while.
Tawnia has lived in several different places, including Ontario, and a few different places in Manitoba. She was born and raised in Winnipeg, and is happy to be residing here once again with her daughter Cora.
Kendra joined Crescent Financial Group as an Administrative Assistant in November 2021. Kendra graduated with honours from the Office Assistant Diploma Program at Herzing College in the fall of 2021, and is very excited to begin her new career.
Before working towards becoming an Administrative Assistant, Kendra spent many years working with children as a Child Care Assistant, Nanny, and even an Au Pair in Australia and England! In addition to childcare, Kendra has experience working in the customer service industry and enjoys serving the public. Although she is new to the financial services industry, she comes with an open mind and an eagerness to provide support to CFG's clients and Advisors.
In the winter months, Kendra enjoys reading, knitting, and snuggling with her cat Nova. When it's nice out, she enjoys being outside and spending time with friends and family. Kendra also loves to travel, and her favourite place to visit is Australia!