Eric Kuehnel

Financial Advisor, Portfolio Manager


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.