As a Senior Investment Counsellor with RBC PH&N Investment Counsel, Kevin provides comprehensive discretionary management to high net worth individuals and their families throughout Vancouver, the West Coast, USA and abroad.
Working with a relatively small client base enables Kevin to develop personal relationships with each of his clients and the level of trust required to actively manage their portfolios. It also allows him to gain an in-depth understanding of their unique needs and personal goals in order to make thoughtful decisions and provide investment and wealth management solutions to help them achieve their long-term objectives.
Kevin’s well-rounded international career has honed his ability to listen, understand and translate client goals and aspirations into thoughtful, well- executed investment strategies. His constant emphasis on communication ensures that those strategies are continually refined to reflect changes in
client objectives, always preserving the delicate balance, unique to each client, between growth and preservation of assets. He is also supported by an in-house team of tax and estate planning specialists, as well as individually selected investment managers in key markets around the world.
Kevin has worked in the financial services and investment industry since 1992. Before joining RBC PH&N Investment Counsel, he was a member of the RBC Private banking team in Vancouver. He also held a number of portfolio management and financial planning roles in South Africa prior to joining RBC Financial Group. Kevin graduated with a BA degree and has successfully completed the Canadian Securities Course. He is a Certified Financial Planner (CFP) and also holds the Chartered Financial Analyst (CFA) designation along with a number of South African Stock Market accreditations.
