Herod Financial Services’ mission is to partner with clients to enable them to achieve their goals or desires with objective financial planning through the management of financial products and assets for their benefit.
“Our purpose is to help build, manage and preserve your wealth. We put our client’s interest first, act with integrity and honesty and strive for excellence in every facet of our practice. Our success is not measured by performance statistics, but rather by our client’s success in achieving their goals.”
In 2015, Herod Financial acquired Karl Moher CFP, Insurance & Investments in Lakefield, merging to form the Lakefield office for Herod Financial Services in addition to their Peterborough office. While Moher will retire in 2016, the Lakefield location will be maintained.
Owner, Kevan Herod, and his wife Roberta are active members with the Kawartha Chamber of Commerce & Tourism. Kevan sits on the Chamber’s Board of Directors and is currently the Board’s Secretary/Treasurer. In addition, Kevan is also involved in the community through Rotary, Advocis, volunteer boards at Trent University, Peterborough Regional Health Centre and Bridgenorth United Church. Roberta is active with the Chamber at the Committee level.
Kevan is a Certified Financial Planner, Chartered Life Underwriter, Tax and Estate Planner, Certified Farm Advisor and Chartered Financial Consultant with over 35 years of experience. Kevan has observed that the most successful 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. Herod Financial works with the Kawartha Chamber of Commerce & Tourism capitalizing on the depth of understanding of finance, budgeting and his experience in the community.