Private Wealth Consultant
Downloadable biography (PDF)
As a Manulife Private Wealth Consultant, Kevin focuses on relationship management to support advisors and affluent clients seeking integrated wealth management and banking solutions.
Kevin leverages his financial services and private client experience to help advisors in delivering value-added services to their high net worth clients. Kevin works closely with advisors to assess the specific needs of their clients through a holistic discovery process that enables him to present personalized Manulife Private Wealth solutions.
Kevin has nearly twenty years of experience in the investment industry working as a Financial Consultant and Regional Manager for a boutique investment firm serving high net worth clients and the institutional investment division of a Schedule One Canadian bank.
Kevin holds a Bachelor of Business Administration (Finance) from Lakehead University. He is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), and holds various industry-specific licenses.
In addition to teaching Finance part-time at Sheridan College, Kevin coaches various sports with his sons.
Manulife Private Wealth offers comprehensive wealth management solutions to clients with unique personal and financial goals.