As professional financial planners, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Richard Cremasco, B.A., CLU, CH.F.C., CFP
With over 40 years of experience in the financial services industry, Richard is a trusted name in complex financial planning, including tax and estate strategies. He began his career with a leading insurance company and later co-founded Cremasco Financial with Dan Kennedy, establishing a legacy of excellence in the Guelph area.
Daniel Kennedy Jr., B.A., CFP
Andrew Cremasco, B.Comm, CFP, CPA, CMA, CLU
Andrew Cremasco brings over 10 years of financial services and accounting experience to his role at Cremasco Financial. He specializes in detailed analysis to assess and track clients’ liquidity, insurance, retirement, estate, and succession planning goals.
As part of the firm’s evolution, Andrew represents the next generation of advisors, ensuring the continuity and excellence of client service.
Andrew Rodgers, B.A., CFP, RHU
With over 20 years in the financial services industry, Drew specializes in comprehensive financial planning, insurance, and investment strategies.
He provides independent, strategic advice tailored to the unique needs of business owners, executives and individuals near or in retirement.
Jordan Tebow
Jordan is a graduate of the Financial Planning Program at Conestoga College. He joined Cremasco after 3 years as an advisor with Canada Life, where he developed a strong passion for comprehensive planning in insurance, estate, and investment strategies.
At Cremasco, Jordan represents the next generation of advisors, ensuring continuity and exceptional service for clients.
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About Us
We serve individuals, families and businesses in Guelph and surrounding area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
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