Erin Gendron

Background

About Erin Gendron

Erin has over 15 years experience in the financial services industry. Prior to joining the CrossPoint Financial Team in 2016, Erin spent 8 years working with two of Canada’s biggest banks in Toronto and Ottawa. In these roles she provided not only investment and financial planning services but worked with a diverse client base to streamline their day to day banking affairs and understand and manage their credit situation. This in-depth banking knowledge allows Erin to offer practical, well rounded advice to our clients as they navigate the often- confusing banking landscape. She is passionate about helping people by providing sound financial guidance that can allow her clients to see their visions come to fruition through efficient and effective planning for their future. Erin has her Certified Financial Planning (CFP®) designation, which she has held since 2008. Erin’s other industry accreditations include her Financial Management Advisor (FMA) designation, and she’s completed her Certificate in Advanced Retirement Strategies. Erin is also and a licensed insurance agent. These along with her experience give her a strong foundation to provide holistic advice as she runs the financial planning services offered to our clients.