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About Us

As a professional financial advisor, I 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, I have the experience and resources to meet your needs.

Kenn Sundberg, B.Econ, CHFP, CPCA, EPC

Chartered Financial Planner
Wellspring Management Corp.

With over 25 years of helping clients, Kenn’s experience with a diverse clientele gives existing and new clients the comfort of credibility and knowledge.

His approach offers a holistic perspective to an individual’s financial well-being whether it is cash management or a complex intergenerational wealth transfer program offering objective and integrated planning is the keystone.

As a CHFP (Chartered Financial Planner), EPC (Elder Planning Counsellor), CPCA (Certified Professional Consultant on Aging), and a Bachelor degree in Economics, Kenn has shown the ability to help clients solve financial problem, avoid costly mistakes and have a sense of security. Each of these designations requires a continual commitment to education and ongoing changes in the financial services industry.

Kenn works with each client to provide independent and unbiased solutions for their individual needs. The network of professionals Kenn works with offers the very best insights and solutions in their particular area of expertise. This team approach provides unparalleled value to his clients.

Sharie Clark

Office Manager
Wellspring Management Corp.

Sharie has many years’ experience working in the financial services industry an environment that requires organization and attention to detail.

Sharie is available to assist with client service and administrative issues.