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Portfolio Manager
Executive Director, Private Client Group
Senior Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.
With over 30 years as an Investment Advisor and Portfolio Manager Kevin is recognized as a client- focused Investment Professional. He has contributed to numerous public presentations and workshops on finances, appeared in many public articles and tv interviews and has had his own radio program “Money Sense” for over 20 years. Kevin is skilled in taking complex advanced wealth management concepts and simplifying them into easily understood, actionable strategies.
Kevin is the founder of PWM Private Wealth Counsel, iA Private Wealth, formally Prairie Wealth Management. In 2021, he made Wealth Professional’s Top 50 Advisors list for the 5th consecutive year. Kevin believes, above all, in the strength of a great team and draws on the support of a diverse group of professionals. Together, they they have helped thousands of Canadians understand their finances better and retire with peace of mind. Kevin is a member of the PWM Investment Advisory Committee.
Kevin enjoys spending time at his cottage, physical fitness and working on his skills in martial arts. He and his wife Dana can often be found cheering on their daughter at her many dance performances or practicing karate moves, with their son, who takes after his love for all things math related.
*Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
