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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. Kevin is currently an Associate Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice.
Through tenured professional and academic experience, Kevin has developed a strong background in wealth management to serve our clients' 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.
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.