Kerry Leard, B.Comm.

Associate Financial Advisor

Kerry is a second generation financial advisor. She comes from a long line of financial professionals and embraced money management from an early age. Kerry learned the value of quality advice from watching her father make a difference in the lives of his clients.

Kerry knew becoming a Financial Advisor was what she was meant to do when she attended her first client meeting, where a client asked how she could help her two grandsons, both of whom have mental health challenges. It was in that moment that Kerry realized that what we do is much more than money management – we support our clients well beyond their investments. There is truly nothing more satisfying than that.

Why Genea?

“Genea provides me with an opportunity to work with and for great people. I was especially drawn to their values and inclusivity. Everyone contributes equally and meaningfully to the firm and our clients. Genea is not just a workplace, it is an extension of my family.”

Expertise

Kerry has worn many hats on the Genea Team from administration to business management and now financial planning. She is known for her keen attention to detail, her passion for people, and the efficient systems she puts into place to ensure the business runs smoothly.

Kerry takes pride in creating meaningful client relationships that she hopes will last for generations to come.

Background

B.Com from the University of Victoria with a semester abroad at Singapore Management University

Certificate in advanced mutual funds advice

Qualified Associate Financial Planner (QAFP)

Canadian Securities Course (CSC)

Life Insurance licensed in BC

Worth Noting

Outside of the office, Kerry enjoys an active lifestyle that includes spending time outdoors with her two children.

She is also passionate about interior design and has a secret musical talent.