Wealth Management Approach


 
Kevin Konar, MBA, CIM - Vice President & Associate Portfolio Manager
 
Kevin and his team bring their experience and in-depth planning approach to each client to create customized investment solutions and strategies for high net-worth individuals and their families.
 
Kevin has a unique and focused approach to managing clients portfolio's, drawing upon his over 20 years of industry experience with RBC Dominion Securities, his designation as a Associate Portfolio Manager as well as his Masters of Business Administration from UBC.
 
As a former Grey Cup winning player with the BC Lions, Kevin understands the importance of passion, discipline, teamwork and knowledge needed to ensure successful results for clients. 
 
Kevin and his team bring their individual experiences, qualifications and skill sets into each and every client relationship to create and implement customized financial plans, investment portfolio's and personalized wealth management solutions.
 
Kevin is married and has 4 children and makes his home in North Vancouver. As a former professional athlete, Kevin continues to stay active coaching, biking and playing squash on a regular basis.
 

Important notices