With over 30 years of experience in financial services, Kevin O’Sullivan brings a wealth of experience to his role as a Portfolio Manager. After entering the financial services industry in Vancouver in 1991, Kevin found his passion creating and managing wealth management solutions for high net worth families. While laying the foundation for his decades-long career, Kevin spent time working in the US, Caribbean and Central America, opportunities that helped him expand his knowledge of investing in a global wealth management environment, while also learning to make use of international wealth structures.
Kevin now specializes in working with high net worth families and not-for-profits, where he combines his experience with the many resources provided by RBC. While working with his clients, Kevin and his team employ a disciplined, four-step process that incorporates portfolio management, thoughtful planning, Wills and estate planning and an insurance review to provide a complete wealth management experience. While working with Canadian families, Kevin and his team have a special focus on cross-border situations, involving US persons living in Canada, or Canadians living in the US.
When he’s not working, Kevin enjoys an active outdoor lifestyle with his wife and their rambunctious black lab.
