About Kenora Financial
Nice to meet you!
We help you plan for retirement on your terms – and your timeline.
With financial planning, taxes, and investment management all under one roof, we make sure every part of your financial life works together.
Our investment philosophy is simple and transparent: we build personalized portfolios of mainly individual U.S. stocks, and make sure you always know exactly what you own and why.
We lead with education, empowering you to make confident, informed decisions that align with your lifestyle and goals.
Get to know the Kenora team
Why we call ourselves Kenora Financial
Our company founder, Myron Gaylord spent his summers fishing in Kenora in Ontario, Canada for over 40 years. Over time, he became THE fishing guide for vacationers in the camp, showing them how and where to fish in the waters surrounding Kenora, while also teaching them about investing, becoming financially independent, and retiring early. Our new name honors his legacy.
What we can do for you
Comprehensive financial planning
With CPAs, investment managers, and retirement specialists all under one roof, we help you coordinate your finances so they work together.
Tax strategy
Our CPA-based insight helps you keep more of what you’ve earned by designing your plan with tax efficiency at the core.
Investment management
Our portfolios are simple, transparent, and built mainly of individual U.S. stocks. We’ll help you understand what you own and how it supports your goals.
Planning in action
From unexpected layoff to early retirement
After losing his job, Albert wasn’t sure if retiring at 53 was possible.
A vacation home AND a secure retirement?
Kathy and George wanted a Florida home in retirement, but also wanted to maintain their financial security.
A tax-smart path to early retirement
Sarah and John had fewer than 20 years to achieve the early retirement they’d envisioned.
These case studies are provided for illustration only, and do not represent the experience of any specific client, although they may be based on similar client scenarios. Because our services are tailored to your needs, your experience may vary.
Financial Planning, Investment Management, & Tax Preparation – all on one team
The best way to find out if we’re a good match for your financial planning needs?
Meet the team. See what you think. And don’t worry – there won’t be any pressure, or any pitches. We’re happy to answer whatever financial questions you have!