With 30 years experience, Kevin provides investment advice and wealth management services to high net worth individuals. Kevin has been working with RBC Dominion Securities since 1993. Prior to joining the firm, he achieved his Chartered Accountancy (CPA, CA) designation and worked at one of the big four accounting firms.
As a trusted advisor to individuals, families, corporations, charities and foundations, Kevin is responsible for building and managing portfolios, both discretionary and non-discretionary. His experience has taught him that a crucial part of wealth management includes financial and estate planning, and he works closely with other client advisors and RBC specialists in these areas to ensure his clients' needs are met.
Kevin holds his Bachelor of Arts (Economics) from Carleton University and a Bachelor of Business Administration from University of New Brunswick. A
believer in continuing professional education, Kevin earned the Fellow of the Canadian Securities Institute (FCSI) and Certified Investment Manager (CIM) designations.
Kevin is active in the community. He has been involved on the board of governors for the Halifax Grammar School, on the board of directors for the Halifax Youth Foundation, chair of the Annual Brunswick Street Mission Breakfast, the Loran scholarship and was the past treasurer of the QE II Hospital Foundation. His passions include skiing, cycling, travelling, cooking and is an avid reader.
