Investment Advisor
B. Comm
CFP®
CIM®
Pairing energy and attentiveness with industry-leading financial solutions, Kevin is always looking for better ways to serve his clients.
Kevin holds the Certified Financial Planner (CFP®) designation, the world's most widely recognized financial planning certification, as well as the Chartered Investment Manager (CIM®) designation, which represents advanced expertise in portfolio management, tailored toward affluent clients. Previously, he attended the University of Guelph, earning a B.Comm specializing in Economics and Finance. Kevin joined TD Wealth in 2016.
Born and raised in Sarnia, Kevin continues to live in his hometown with his wife Zoë. In his personal life, Kevin enjoys playing golf and hockey, and recently took up tennis. Kevin is also a regular volunteer at Sarnia's Inn of the Good Shepherd.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
