At Herod Financial Services, we’re more than advisors—we’re partners in your peace of mind. Our client-focused team is dedicated to listening with care and crafting solutions tailored to your needs, aiming to help you feel confident about your future. Through every step, we’re dedicated to building a lasting relationship that supports your dreams and goals.
Your Valuable Team at the Helm
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Kevan Herod
BSc., CFP, CLU, CIM, ChFC, CHS, TEP
Kevan Herod
BSc., CFP, CLU, CIM, ChFC, CHS, TEP
Associate Portfolio Manager, Manulife Wealth Inc.
President, Life Insurance Agent, 1641589 Ontario Inc. (operating as Herod Financial Services)
With over 35 years of experience, Kevan has guided countless families and businesses toward financial peace of mind. Kevan holds the following designations - Certified Financial Planner, Chartered Life Underwriter, Trust and Estate Practitioner and Certified Agricultural Farm Advisor, and Chartered Financial Consultant, he brings a wealth of knowledge and a steady hand to every client relationship. Kevan believes that successful planning means understanding the basics, staying calm amidst the noise, and sticking to a thoughtful, long-term plan—always In Your Best Interest.
Kevan, a lifelong resident of Peterborough, has strong ties to his community, having contributed significantly through organizations such as Rotary, the Canadian Mental Health Association, and various boards including those at Trent University, Peterborough Regional Health Centre, and Peterborough Advocis. His commitment to family is clear; he and his wife, Roberta, are proud parents of four daughters—Connie, Jennifer (married to Adam), Christine (married to Geoff), and Rebecca (married to TJ)—and are blessed with six cherished grandchildren.
When he’s not helping clients, Kevan enjoys cycling, golfing, and continuous learning. His commitment to his clients and his community is a reflection of his integrity and care, offering a guiding presence you can trust for the long haul.
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
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Christopher Koschman
CIM®, CFP
Christopher Koschman
CIM®, CFP
Associate Portfolio Manager, Manulife Wealth Inc.
Life Insurance Agent, 1641589 Ontario Inc. (operating as Herod Financial Services)
Chris brings both expertise and dedication to Herod Financial Services. Originally from London, he moved to Peterborough over a decade ago to be with his now-wife, Sarah, and has since built a life deeply rooted in the community. As Kevan’s right-hand man, Chris specializes in financial analysis, supporting clients with complex financial strategies and guiding young adults starting their financial journeys.
Recently, Chris and Sarah welcomed a young son, adding new adventures to their lives in Peterborough. Together, they enjoy camping and are passing on their love of nature to the next generation. Active in the community, Chris also volunteers with the Peterborough and Kawartha Chamber of Commerce, further solidifying his commitment to the area he calls home.
Email: [email protected]
Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438
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Robert McDonald
Robert McDonald
Life Insurance Agent - Herod Financial Services
Investment Advisor Assistant - Manulife Wealth Inc.
We’re proud to have Robert McDonald as a valued member of the Herod Financial Services family. Over the past year, Rob has brought his dedication, industry knowledge, and unique background to the team, quickly becoming a trusted resource for clients and colleagues alike. Raised on a dairy farm in Northumberland County, Rob’s hardworking nature and caring approach have been honed through years as a first responder, grounding him in his commitment to helping others.
Rob’s passion for investing began early—at fourteen, he received Disney shares, sparking over two decades of interest in the markets.
As a Life Insurance Agent with Herod Financial Services Rob supports clients with tailored insights, particularly families with special needs children, farmers planning for retirement and succession, and first responders.
A graduate of Fleming College with a bachelor’s degree from the University of Guelph-Humber, Rob recently completed his Life Licence Qualification Program and Canadian Securities Course, advancing toward a full advisory role. Rob lives on a farm in Douro with his three children, bringing his love for family, community, and hands-on experience to the Herod Financial Services team every day.
Insurance and Segregated Inquiries: [email protected]
Securities Inquiries: [email protected]
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Roberta Herod
Roberta Herod
Marketing Assistant - Manulife Wealth Inc.
VP Corporate Services - Herod Financial Services
Since joining Herod Financial Services in 2003, Roberta has managed much of the “behind the scenes” operations, including HR, purchasing, marketing, vendor relations, and technology. Her background spans diverse fields: from fabric artistry in the “rag trade” to sales roles with Canon Canada and GM, and a decade in the Ontario government, where she honed her computer and organizational skills.
Raised in Peterborough, Roberta now works from our Peterborough office and treasures time with her six grandchildren. She’s an avid reader, traveler, and “paper artist,” and a proud member of the Women’s Business Network. Although she recently said goodbye to her beloved black lab, Phoenix, Roberta continues to find joy in family, creativity, and her evolving role. She’s excited to step into a more client-focused position in the future, bringing her warmth and expertise to deepen client connections.
Email: [email protected]
Bus: 705-652-7777
Toll Free: 888-250-7777
Fax: 705-652-0707
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Christina Gehl
Office Manager
Christina Gehl
Office Manager- Herod Financial Services
Marketing Assistant - Manulife Wealth Inc.
Since joining Herod Financial Services in 2019, Christina has enriched our team with over 22 years of banking experience and a dedication to exceptional client care. Her background as Manager of Client Care at RBC—focused on creating satisfying client experiences—has seamlessly translated to her role with us, where she ensures each client feels valued and supported.
A lifelong local, Christina grew up in Ennismore and attended TASS. She’s a proud mother to Megan, who works in our Lakefield office, and Brad. Christina is also a devoted grandmother to four: Megan’s two sons and Brad’s young son and daughter. Outside of work, she enjoys swimming, gardening, reading, traveling, and cooking. And when she bakes, the Herod team is always excited to sample her treats!
Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438
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Megan Gehl
Marketing Assistant
Megan Gehl
Marketing Assistant - Herod Financial Services (Lakefield Location)
Marketing Assistant- Manulife Wealth Inc.
Megan joined Herod Financial Services in July as the Office Manager and Marketing Assistant at our Lakefield location. With years of customer service experience, she brings a compassionate, positive approach to her work, making each client interaction feel welcoming and supportive. As the industry evolves, Megan’s adaptability and commitment make her an invaluable asset to our team.
Now living in Peterborough, Megan enjoys an active lifestyle with her two sons, Christopher and Nicholas. Together, they love hiking, cycling, and keeping busy with sports activities throughout the seasons. Megan’s warmth and dedication shine through in everything she does, both in and outside the office.
Email: [email protected]
Bus: 705-652-7777
Toll Free: 888-250-7777
Fax: 705-652-0707