The Kenmore Team
The 6 Specialists Who Build Your Practice Frameworks
Every member of the Kenmore team was chosen for a specific gap they fill — between theory and practice, between regulation and relationship, between data and human behavior. There are no generalists here. That's by design. When Dr. Malcolm Kenmore founded the firm in 2016, he built the team around a single principle: advisory firms managing $50M–$500M in AUM deserve the same caliber of consulting talent that billion-dollar institutions take for granted. Today, our six specialists bring 72+ combined years of industry experience spanning academic research, frontline advisory work, securities regulation, institutional asset management, and behavioral science — all focused exclusively on helping mid-market advisory practices in Western Canada operate at a higher standard.
Dr. Malcolm Kenmore
Founder & Principal Consultant
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Priya Chandrasekaran
Director of Advisor Practice Strategy
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Darren Foss
Senior Consultant, Compliance & Regulatory Alignment
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Elaine Tsang
Senior Analyst, Investment Process Architecture
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Nathan Brulé
Client Relationship Manager & Operations Lead
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Dr. Sarah Okafor
Research Director, Behavioral Finance & Client Engagement
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Built Around Specialization, Not Hierarchy
Most consulting firms organize around seniority — partners at the top, junior analysts doing the work. Kenmore operates differently. Each of our six team members owns a distinct domain of expertise, and every engagement draws on whichever combination of specialists your practice actually needs. That means the person designing your investment process architecture is the same person who spent five years building institutional portfolios in Toronto — not a junior associate working from a template.
This model exists because advisory firms told us what frustrated them about other consultants: the bait-and-switch, where you meet the senior partner in the pitch meeting and never see them again. At Kenmore, the person you meet is the person who does the work. Every time.
Our team spans three provinces, but we're headquartered together at our Edmonton office at 9219 117 Avenue NW. We believe proximity matters — not just to each other, but to the Western Canadian advisory community we serve. We attend the same industry events, know the same regulatory landscape, and understand the specific challenges facing firms in Alberta, British Columbia, and Saskatchewan.
Zero Product Affiliations
No team member holds any product distribution agreements, referral arrangements, or commission structures with fund companies. Our recommendations are informed solely by what works for your practice — never by what generates revenue for a third party. Learn more about our independence commitment.
Cross-Disciplinary by Design
Our team includes CFA Charterholders, a former securities regulator, a behavioral psychologist, and a frontline advisor veteran. This deliberate mix means we see your practice through multiple lenses simultaneously — investment, compliance, behavioral, and operational — rather than defaulting to a single-discipline perspective.
Continuity Over Turnover
Our longest-tenured employee, Nathan Brulé, has been with Kenmore since 2017. Average team tenure exceeds 5 years. In a consulting industry known for constant churn, we believe relationship continuity is what allows us to maintain our 91% three-year client retention rate. The person who onboards your firm today will still know your practice three years from now.
Research-Grounded, Practice-Tested
Every framework we deliver is rooted in peer-reviewed research and validated through real-world advisory engagements. Dr. Kenmore and Dr. Okafor maintain active connections to academic institutions, ensuring our methodologies stay current with the latest findings in portfolio construction, client communication, and behavioral finance. Explore the full range of our consulting services.
The Numbers Behind Our Practice
Since founding in 2016, our team has maintained a singular focus on mid-market advisory firms across Western Canada — and the results speak to the depth of that commitment.
3-Year Client
Retention Rate
Firms stay because the work compounds — each year builds on the last.
Combined Years of
Industry Experience
Spanning academia, regulation, institutional management, and frontline advisory work.
Specialized
Departments
Each team member owns a distinct domain — no overlap, no gaps.
Product Affiliations
or Conflicts
Fee-only consulting. Zero commissions. Zero distribution agreements.
Ready to Work With a Team That's Been Where You Are?
Every Kenmore engagement starts the same way — with Nathan on the phone, listening. No pitch deck. No capabilities presentation. Just a conversation about your practice and what "better" looks like for your firm. From there, we'll determine whether a Practice Diagnostic makes sense, or if a different starting point serves you better.
Schedule Your Free Practice ReviewOr call Nathan directly: (510) 673-9926
Already a client? Access your advisor portal for engagement deliverables and progress reports.
Important Disclosures
Past performance is not indicative of future results. All investment strategies carry inherent risk, and there is no guarantee that any advisory framework or process improvement will result in specific financial outcomes.
Investing involves risk, including the possible loss of principal. Clients of advisory firms utilizing Kenmore's consulting frameworks should consult their own qualified financial advisor before making investment decisions.
Kenmore Advisor Ltd. is registered with the Alberta Securities Commission (Registration No. ASC-2016-04872) and operates as an Exempt Market Dealer under National Instrument 31-103. Member firm of the Canadian Securities Institute.
The content on this website is for informational purposes only and does not constitute personalized investment advice. Kenmore Advisor Ltd. does not manage client assets, provide securities recommendations, or act in any portfolio management capacity. All case study outcomes reflect historical results of specific client engagements and should not be interpreted as guarantees of future performance.