About

Since 1994, our belief in conversation and community has served as our north star, helping us become one of the leading wealth groups in the province. But, more importantly, it has helped our clients navigate the complexities of wealth to reach their goals.

Our clients benefit from Kevin’s ongoing professional development and expertise in wealth management and financial planning.

After obtaining his master's degree in Business Administration (MBA) at the University of Alberta, Kevin’s investment career began with RBC Dominion Securities in 1994. As a testament to the integrity and quality of his business practice, Kevin has been a member of the firm’s Executive Council since 2006 and was appointed Vice President of RBC Dominion Securities in 2008.  Kevin has also been a member of the RBC Dominion Securities Advisory Board, serving as Chair of the Board and key contact with RBC DS management.

By meeting stringent accreditation, Kevin is a licensed Portfolio Manager, which is one of the highest designations in the Canadian investment industry. Having the Portfolio Manager designation allows Kevin to deliver the highest level of discretionary investment management to clients. His commitment to ongoing professional development and training, coupled with his desire to provide wealth management solutions, ensures that clients are well-prepared financially.

Kevin’s time is dedicated to a small number of personal, corporate, and institutional clients so he can focus on the unique needs of those clients.