Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with KEVIN TOMLINSON

If you would like to request an appointment please complete your personal information below.

topics to discuss


Your appointment registration has been successfully sent!

About —

icon book and glasses

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.

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?

general inquiries —

1743 Lansdowne Street West
Peterborough, ON K9K 1R2

Get Directions
Investors Group

Request for More subscription


Your newsletter subscription has been successfully sent!