Private Wealth Consultant
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 over 20 years of experience in the investment industry working as a Private Wealth Consultant 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 CFA® charterholder, a CFP® professional, and holds various industry-specific licenses.
In addition to teaching Finance part-time at Sheridan College, Kevin keeps busy coaching various sports with his sons.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.