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Associate Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
Kevin has provided comprehensive wealth management advice and solutions to individuals and small business owners and their families for many years. He earned a Bachelor of Commerce at the University of Toronto with a major in Finance and Economics. Prior to joining TD Wealth in 2002, Kevin worked as an Investment Advisor at BMO Nesbitt Burns. He has obtained the Chartered Investment Manager (CIM®), the Certified Financial Planner (CFP®) and the Fellow of the Canadian Securities Institute (FSCI®) designations. In addition, Kevin is also a licensed Portfolio Manager.
Through tenured professional and academic experience, Kevin has developed a strong background in wealth management to serve our client’s needs. His primary responsibilities include managing client relationships, portfolio analysis and construction, market research and business development.
Married with three boys, most of Kevin’s time is spent taking his sons to their hockey, football, baseball and basketball activities. He has also volunteered throughout the years as a coach and plays hockey and softball himself to stay active when he can squeeze in some personal time.
GS Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (877) 331-7517
Fax: (905) 331-7523
Branch Office: (905) 815-5212
Branch Fax: (905) 829-2413
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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