Let Us Introduce Ourselves


 

Kevan R. HerodB.Sc., CFP, CIM
Certified Financial Planner and Financial Advisor, Manulife Securities Incorporated

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

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.  With over 35 years of experience helping people like you, Kevan works with other professionals whose interests are aligned with his clients, hence our tag line “In Your Best Interest”.

Kevan is a long time resident of the Peterborough/Lakefield area.  He attended both high school and university in Peterborough.  He and Roberta have four daughters – Connie, Jennifer, Christine and Rebecca – and one grandson – Sebastian.

As a global citizen, Kevan believes it is important to lend his skills to local, regional and international projects or organizations. He has been and is involved in Rotary International, volunteer boards at Kawartha Chamber of Commerce, Trent University, Peterborough Regional Health Centre and Bridgenorth United Church and sponsoring the annual Canadian Mental Health Association golf tournament, to name a few. 

He is dedicated to lifelong learning and is an avid cyclist and golfer.

 

Email: kevan.herod@herodfinancial.com (for insurance and segregated funds inquiries)
Email: kevan.herod@manulifesecurities.ca

Bus: 705-741-5287
Cell: 705-760-4163
Fax: 705-741-3438
Toll Free: 888-250-7777

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, B.A. (Hons.) Econ., CIM
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. 

Email: chris.koschman@herodfinancial.com (for insurance and segregated funds inquiries)

Email: chris.koschman@manulifesecurities.ca

Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438

 

 

 

Mary Reader, CFP
Financial Advisor Associate
Manulife Securities Incorporated

Mary is a Certified Financial Planner and a key member of our financial planning 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.

 

Email: mary.reader@herodfinancial.com (for insurance and segregated funds inquiries)
Email: mary.reader@manulifesecurities.ca

Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438

 

 

 

 

Jeff Reader, B.Sc. (Hons.), M.Sc.
Marketing Assistant
Manulife Securities Incorporated

Jeff Reader, our newest team member, comes to us with a wealth of organizational and management skills. As he learns the business, Jeff will be part of the trading team that will make sure the work we do on your behalf is performing in a timely and accurate fashion.


Email: jeff.reader@herodfinancial.com (for insurance and segregated funds inquiries)
Email: jeff.reader@manulifesecurities.ca