Kerry is Brandon-born and raised. He has worked in the investment industry for over 23 years, the last 21 as a full-service Investment Advisor and served as a Vice President with Wellington West Capital Inc. since 2006, and now with National Bank Financial since November 2011. National Bank acquired Wellington West Inc. in July 2011. During that time, he has continually emphasized a conservative investment strategy aimed at helping to create wealth in the long-term for his clients, while seeking lower risk.
Kerry attended Vincent Massey High School in Brandon. He graduated in 1984. In 1987, he graduated from Brandon University with a Bachelor of Arts degree. In 2003, Kerry completed his Master of Business Administration degree. He has also successfully completed many industry courses, which have further enhanced his knowledge of capital markets and investing. These courses include the Canadian Securities Course; the Registered Representative Course; the Branch Manager's Examination Course; and the Partners, Directors and Senior Officer's Course.
In addition to his work with National Bank Financial, Kerry has also taught Business Administration classes at Brandon University; wrote articles as a contributing editor for Canadian Money Saver Magazine; and served as an op/ed columnist for the Brandon Sun for over 10 years.
In his spare time, Kerry enjoys traveling, reading and sports. He is active in the community and has served as a volunteer for organizations including the Brandon Family YMCA, the Brandon University Foundation, Art Gallery of Southwestern Manitoba, Crime Stoppers, and the Brandon Chamber of Commerce. He is also on the Board of the Canadian Friends of Rambam Healthcare Campus, Haifa, Israel and the Brandon Regional Health Centre Foundation. Kerry recently served as a co-chair of the "A Sense of Home" capital campaign for the Brandon Regional Health Centre Foundation, a cause that is very close to his heart.