CIM, CFP, DBA, CPCA, EPC
Kevin has been instrumental in helping hundreds of individuals and business owners achieve financial success. Kevin spent 14 years at one of Canada’s top financial firms before joining Harbourfront Wealth Management. As a Certified Financial Planner™ registered in MB, ON, SK, AB and BC, Kevin provides investment, retirement, and advanced tax strategy advice to his clients using a fee-based platform, or a transactional model when it is the best fit for the portfolio. He is active in the community on a number of boards and associations and is particularly devoted to the Winnipeg-based charity The Never Alone Foundation. Kevin, his wife Sarah, and their two children, Cole and Rachel, enjoy time together at the lake spent hiking, sailing, tackling building projects and, of course, enjoying some down time together.
How I can help
I’ve found that the majority of my clients work with me for two reasons.
- They want to ensure they are on track to reach their retirement objectives
- They want a tax and investment strategy that keeps more money in their pockets