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Herod Financial Services is a team of Client Focused, Process Driven and Goal Based Financial Planners and Service Advisors. We believe in building lifetime relationships through active listening and responsive interaction, resulting in decisions that are “In Your Best Interest”.

 

Kevan Herod Photo Kevan Herod Hover Photo
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Kevan Herod

BSc., CFP, CLU, CIM, ChFC, CHS, TEP

Kevan Herod

BSc., CFP, CLU, CIM, ChFC, CHS, TEP

Financial Advisor, Manulife Securities Incorporated
President, Life Insurance Agent, 1641589 Ontario Inc. (operating as Herod Financial Services)

Kevan is a Financial Planner and holds the following designations Certified Financial Planner, Chartered Life Underwriter, Tax and Estate Planner, Certified Farm Advisor and Chartered Financial Consultant with over 35 years of experience helping people like you. Kevan has observed that the most successful families and businesses have taken the time to understand investment and insurance fundamentals, manage their emotions, ignore the media hype and stick to a long term plan.

Kevan works with partners whose interests are aligned with his clients, hence our tag line “In Your Best Interest”

Kevan is a long time resident of Peterborough, ON. He attended both high school and university in Peterborough. He and Roberta have four daughters – Connie (Brad), Jennifer (Adam), Christine and Rebecca (TJ) and three grandchildren – Sebastian, Leighton and Bella. He has been and is involved in the community through Rotary, Canadian Mental Health Association, volunteer boards at Trent University, Peterborough Regional Health Centre and Peterborough Advocis, to name a few. Kevan is dedicated to lifelong learning and is an avid cyclist and golfer.

Education and Designations

  • Certified Financial Planner, CFP
  • Chartered Life Underwriter, CLU
  • Chartered Investment Manager, CIM
  • Chartered Financial Consultant, Ch.FC
  • Tax and Estate Planner, TEP
  • Certified Health Insurance Specialists, CHS
  • Certified Agricultural Farm Advisor, CAFA
Christopher Koschman Photo Christopher Koschman Hover Photo
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Christopher Koschman

CIM, CFP

Christopher Koschman

CIM, CFP

Financial Advisor Associate, Manulife Securities Incorporated
Life Insurance Agent, 1641589 Ontario Inc. (operating as Herod Financial Services)

After graduating with a B.A. in Economics, Chris started his career in his home town of London as a day trader. However, his heart strings pulled him to Peterborough to be close to his then girlfriend, Sarah.

He joined Herod Financial Services as our investment administrator supporting Kevan. Chris’s specialty is financial analysis and he is a tremendous asset in the analysis and development of investment portfolios. His detailed insight is invaluable to many of our established clients who are working with more sophisticated financial vehicles. Chris also enjoys working with young people helping them establish their financial future.

Chris and Sarah recently bought a home in Peterborough. They enjoy camping and are finding the joys of home ownership take up the rest of their time.


Mary Reader Photo Mary Reader Hover Photo
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Mary Reader

CFP

Mary Reader

CFP

Investment Advisor Assistant
Manulife Securities Incorporated

Mary holds a Certified Financial Planner  designation and a key member of our team. She, Chris and Kevan consult regularly to work on investment research, portfolio development and relationship building.

Peterborough born and raised, Mary attended St. Peter’s High School. As a Financial Planner with RBC Royal Bank Financial Planning, Mary provided her clients with a holistic view of their financial situation and worked closely with her clients to understand their financial goals and objectives.

Mary now works closely with Kevan and our team delivering an outstanding experience for our clients.

 Mary is an avid golfer, runner and bicyclist. She is a valuable member of the Board of Directors for the Haliburton Kawartha Pine Ridge Branch of Canadian Mental Health Association and is on the Registered Disability Savings Plan Steering Committee.