Eric is the lead manager of the KUEHNEL portfolios available exclusively through the Private Investment Management Group of Raymond James Ltd. He has over 20 years of experience in the investment field and uses a multi-disciplinary approach in managing the portfolios. He specializes in tax-efficient, conservative, income and balanced growth portfolios. For his clients, this approach has helped generate good returns with lower volatility.
Eric meets the most exacting standards for industry experience and advanced education, and has solid endorsements from his peers and superiors. He also holds CIM (Canadian Investment Manager) accreditation, the CFP (Certified Financial Planner), and is a fully licensed discretionary portfolio manager.
Well experienced in the art of public speaking, Eric regularly provides public educational seminars on relevant investment topics.
Making his home on Vancouver Island with his wife and children, Eric has served on various boards and leadership teams including his past roles as Director of the Vancouver Island Symphony and Director of the Nanaimo Chamber of Commerce.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Raymond James is not affiliated with the above organizations and/or charitable causes.