Working with our team will provide you with comfort and confidence; you will gain a complete understanding of your current situation and the way it could change in the future. We believe that by doing the right thing for our clients, we create a lifetime relationship based on trust. You should know that your financial future is being taken care of by someone with your best interests at heart.
At Underwood Financial, we understand the value of working with a team. We’re all human- no one has all the answers. We are quite proud of our local office and the extended team of resources we have developed across the country, through both our dealer and parent company. We all share common values of independence, excellent service and a high level of dedication to our clients.
President, Financial Planner
Kristen has worked in the industry for several years now, and began by mentoring under Shirley Underwood, (her mother) the founder of Underwood Financial. She took over the business in 2018 when Shirley officially retired. Kristen works to create strong, trust based relationships with her clients and contacts in the community. She is a life long learner, and continues to complete education courses so that she can provide excellent guidance for clients, recently completing her Responsible Investment Specialist designation. She grew up on a dairy farm in the suburbs of Burgoyne, and travelled many miles playing ringette, baseball, basketball and hockey as a child and teen. Kristen and her husband Steve now have three daughters – Keagan, Alexa and Everleigh – and they enjoy many sports, travelling, spending time with family and friends, and getting outdoors as a family when they can.
Executive Administrative & Client Services Assistant
Meredith has over 15 years of customer service experience that she brings to Underwood Financial. Her extensive background in account and project management in Advertising and Marketing helps her focus on effective and meaningful client relationships. Meredith joined the Underwood Financial team in 2022 as our Executive Administrative and Client Services Assistant. Meredith is happy to help you with all your account inquiries. Meredith is the 4th generation in her family to spend summers in Saugeen Shores. In 2020, she made the move from Toronto and now calls Southampton her forever home! When not at work, Meredith finds enjoyment in yoga, art and hanging with her 9 nieces and nephew, Jack!