Kevin became a financial planner to make sure the people he cares about are getting the right advice and recommendations so that their financial future is well taken care of. Kevin strives to make financial planning fun, simple, easy, and stress-free for clients. By combining his skills of empathy, financial planning expertise, and analytical skills with the skills of his financial planning team, he is able to give clients the best possible offering in the market. Kevin achieved his Certified Financial Planner (CFP ) designation in 2017, as well as his Registered Retirement Consultant (RRC) designation. His focus is not solely on investments, but also insurance, tax planning, and retirement and estate planning. By building and maintaining a comprehensive financial plan that is tailored specifically to each client, Kevin ensures that clients are taken care of well into retirement.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.