Ensuring your hard earned wealth meets your goals is more than just investment management.
As such it takes an integrated approach with expertise in taxation, estate planning, insurance and mortgage planning to develop a unique and flexible wealth management strategy.
Although these strategies may be complex, the way we explain them is not!
With over 28 years of experience as a professional accountant and financial planner, Kevin has earned the following: Chartered Professional Accountant (CPA), Certified General Accountant (CGA), Certified Financial Planner (CFP) designation, Registered Retirement Consultant (RRC).
Kevin’s experience has helped him hone a skillset used to benefit clients, peers and his community. He is involved with the community, including Executive roles with the Peterborough Regional Health Centre Foundation, and volunteering with Easter Seals Ontario – Peterborough Council.
With his wife Jill, he's raised two successful children, Ashley and Matthew and has several grandchildren.
In his leisure time, Kevin enjoys traveling, hockey and football, and reading military history books.
In summary, Kevin builds trust for clients, he understands their needs and goals and guides them through complex financial services products, to make the best decisions for clients and their families.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
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.