Kevin Nash, CFA

Investment Advisor

416-842-8486 | Email me
416-845-7827 | Connect
1-800-561-4468

Kevin has over 27 years of experience in the financial service industry, and has held senior positions at some of the world’s largest financial institutions. A firm believer in ongoing education, Kevin has earned the Chartered Financial Analyst (CFA) designation – a credential that is rigorously focused on investment knowledge and reserved for professionals who demonstrate consistent ethical, professional and education excellence.

Because all facets of your wealth are interconnected, Kevin works closely with an extended team of financial specialists in areas like tax, financial planning, Will and estate planning, business planning, tax minimization and insurance solutions. Together, they design customized, comprehensive solutions to grow, maximize and protect your wealth.

When it comes to investing, Kevin considers diversification the most powerful tool for ensuring long-term resilience in your portfolio. Leveraging his own expertise and the strengths of his team, his investment process incorporates three categories of diversification:

1. Asset diversification: Investing across all major asset classes including equities, infrastructure, bonds and real assets

2. Risk diversification: Balancing and controlling your exposure to the distinct return-risk factors in your portfolio

3. Geographic diversification: Investing in both developed and emerging markets around the globe to protect your portfolio from dependence on any one region

Kevin implements this allocation while remaining true to his core investment principles: maintain objectivity through market cycles, actively manage risk and invest tax-efficiently.

Financial Planning Specialists

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Jung-Hee Kim, MBA, M.Tax

Financial Planning Specialist


High Net Worth Planning Specialists

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James Wong, CPA, CA, CBV

Vice-President, High Net Worth Planning Services


Business Owner Specialists

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Bobby Hinduja, CPA, CA, CBV

Vice-President & Business Owner Specialist


Estate Planning & Insurance Specialists

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Barrington Grey, CFP, FEA

Vice-President & Estate Planning Specialist


Will & Estate Consultants

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Ariel-Charles Guigui, B. Admin, LL.B, TEP

Vice-President & Will & Estate Consultant