With over 20 years of financial industry experience and expertise, Kevin provides sound advice and personalized solutions for investors looking to grow and protect their wealth. He holds the Professional Financial Planner (PFP) and Financial Management Advisor (FMA) designations, and is also insurance-licensed; enabling him to advise clients on tax-deferral, risk management and complex estate planning strategies. Kevin has also earned the highest honour and most senior credential in Canadian financial services; the Fellow of the Canadian Securities Institute (FCSI) designation. The institute reserves the FCSI for investment professionals who meet the highest standards of advanced education, ethical conduct and peer endorsement.
Through an in-depth discovery process and ongoing communication, Kevin builds long-lasting relationships with his clients based on trust and care. He will help develop an all-encompassing wealth strategy for you, your family or your business to help secure your financial future.
Kevin was born and raised in Brandon Manitoba, where he met his wife Aujah. They then moved to Winnipeg together in 1997 where they got married and had their two children, Carter, and Sydney. He has been both a coach and spectator at his kids sporting events, and can be found cheering them on at the rink, diamond or volleyball courts. In addition, the Thomas family enjoy spending time together at their family cabin in Clear Lake, traveling together on family vacations, downhill skiing, and volunteering with community events.
