As an Investment Advisor with RBC Dominion Securities, Kevin provides access to a comprehensive range of services to help you build and protect your wealth develop comprehensive wealth management solutions.
Kevin's services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. Kevin will create a total coordinated wealth management strategy that address your financial concerns at each stage of life.
Kevin's commitment to his client are:
Focusing on the big picture
Investment solutions designed for you
Helping you make informed decisions
Making wealth management simple and meaningful
A graduate of York University, Kevin obtained a Bachelor of Commerce degree in 2007. and acquired the advanced industry designation of Certified Financial Planner (CFP) in 2020. Kevin draws on his expert knowledge and 15 years of advisory experience to develop comprehensive wealth management solutions for his clients, Kevin's breadth of experience, expertise and credentials help ensure sound advice, expert education and peace of mind for clients who need solutions for broad and complex wealth management needs.
Kevin grew up in Qingdao, China and moved to Canada in 2003. Kevin and his wife, Kristy, have two children, Jaden and Braden. In his spare time he enjoys playing basketball, skiing, and traveling with his family at every opportunity.
