Kevin has experience working at a number of financial services firms in the investment industry. He has provided discretionary and non-discretionary investment advice to high net worth individuals, families and corporations. Kevin has strong knowledge of a wide array of financial products and has consistently exceeded his clients' performance expectations while working within their risk framework.
Kevin holds a Bachelor of Economics (BA) degree from McMaster University and is a Certified Financial Planner (CFP), a Certified Investment Manager (CIM), a Financial Management Advisor (FMA), a Derivatives Market Specialist (DMS) and a Fellow of the Canadian Securities Institute (FCSI). Kevin was a recipient of 3 MERIT Awards as a top Financial Advisor and consistently ranked within the top quartile at each investment firm.
Kevin is an avid supporter of Plan Canada, a global movement for change, mobilizing millions of people around the world to support social justice for children in developing countries. In addition, he is a supporter of Because I am a Girl, a global initiative to end gender inequality, promote girls’ rights and lift millions of girls – and everyone around them – out of poverty.
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.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
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