Finance Monthly - Global Awards 2021

FINANCE MONTHLY GLOBAL AWARDS 2021 67 recognitions over the years, in 2018, Kevin was named the Advisor of the Year at the Wealth Professional Awards. This award recognizes the outstanding Canadian financial advisor who has best excelled at pushing the envelope with innovation and growth, garnering both industry and investor attention and the respect of his/her peers and colleagues, while demonstrating an unfaltering commitment to his/her clients with exemplary customer service while building and cementing client relationships. Kevin is skilled in taking complex wealth management concepts and simplifying them into easily understood, actionable strategies. Kevin has helped thousands of Canadians understand their finances better and retire with piece of mind. He believes, above all, in the strength of a great team and draws on the support of a diverse group of in-house professionals. Together, they work to provide clients with one of the most holistic financial planning processes available in the industry. There’s no greater satisfaction than helping their clients achieve financial security and peace of mind. They do this, in large measure, by offering a suite of services and taking the time to create a comprehensive and tailored financial plan that helps reduce tax, manage risk and provide clarity over the long term. Kevin enjoys spending time at his cottage, physical fitness and working on his skills in martial arts. He and his wife Dana are devoted parents to two very active teenagers and spend a lot of time at their various activities. *Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. iA Private Wealth Inc. is a member of the Canadian Investor Protection Funds and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

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