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.