Kevin has built his expertise, reputation, and strong client base over the course of 25 years in the investment industry. Kevin offers an unparalleled dedication to investment excellence, as well as a highly personalized level of service. He recognizes and appreciates each client has a unique circumstance, and welcomes the opportunity to help you meet your long- and short-term goals.
Kevin and his team will work with you to create a plan which addresses investment objectives, defines tolerance for risk, and identifies liquidity needs. Kevin’s relationships are built on a strong level of trust, open communication, and mutual understanding. He believes in a conservative investment approach to protect your hard-earned capital.
Kevin is a licensed Senior Portfolio Manager and Wealth Advisor with an economics degree from University of Western Ontario, and he has also obtained numerous industry designations. He believes in the value of continuing education to help stay on top of the ever changing investment industry.
Outside of the office, Kevin is a fitness enthusiast, hockey player, and golfer. Kevin was born and raised in Richmond Hill, in a close family of 10 siblings, and where he continues to live with his wife and 3 children.
