Les Herr headshot

Les Herr , MBA, CFP®, CHFC, CLU

Principal
Financial Planner

Les Herr is a graduate of Western University with a BA and later received his MBA from Queen’s University. As part of his commitment to providing the best financial guidance to his clients, Les is a Certified Financial Planner (CFP®), Certified Life underwriter (CLU) and Chartered Financial Consultant (Ch. F.C) He is also actively pursuing his Trust and Estate Practitioner (TEP) designation to further enhance his expertise in holistic financial planning and bring greater value to  clients.

Les started his career in helping Canadians achieve their financial goals at London Life. First, he started as a financial advisor, before moving into various sales management and operational roles. From there, he moved to Empire Life, working nationally in senior-level sales, marketing and operational roles. In 2008, he was appointed President and CEO, a position he held for just over six years. He started Herr Wealth Advisory (then Herr Wealth Management) in 2016 and has never looked back.

With more than 40 years in the financial services industry and an extensive career both as a financial planner and working in corporate settings in leadership roles, Les is passionate about working with business owners and people close to or enjoying retirement. He loves to provide comprehensive planning services to create the best outcomes for clients.

Les has always been passionate about supporting local charity organizations, even as a high-school student doing door-to-door fundraising. He has actively supported the United Way of Kingston and Guelph; Pathways to Education Kingston; and the 1000 Islands Playhouse. He is also an active fundraising cabinet member of the University Hospitals Kingston Foundation and is a member of the STOIDI Group, a network of leaders and mentors focused on fundraising and charitable generosity in the KW-Guelph area. As a result of his philanthropic efforts, Les is a recipient of the Paul Harris Fellow Award from the Kingston Rotary Club and the Queen Elizabeth II Diamond Jubilee Medal.

Les is also passionate about shaping the financial services industry and Canadian business landscape. He has served as both board member and chair of the Canadian Life & Health Insurance Association, and as a member of the Business Council of Canada.

At this phase in his life, Les is happy to be working as a Financial Planner and building a sustainable business with two of his sons, Ryan and Sean. In his spare time, he loves spending time outside fishing, golfing and loves to enjoy time in the kitchen.