Kevin runs a Wealth Management practice and has completed hundreds of financial plans for many of RBC Dominion Securities most valued clients. His goal is to use his professional expertise to help people identify what is important and put in place a plan to achieve their personal and financial goals.
He adopts a consultative approach when working with individuals, professionals and business owners to help them gain a better understanding of the steps required to maximize their retirement income, protect their assets, and grow their net worth.
The Wealth Management services he provides are as follows:
- Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Risk Management
- Estate Planning
- Business Succession Planning
Please review the website. If you are interested in the services Kevin provides, please contact him to arrange an initial consultation and find out if he would be a good fit to help you with your wealth management and investment needs.