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 has helped thousands of Canadians understand their finances better and retire with piece of mind.
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 specialists. Together, they work to provide clients with the most comprehensive financial planning process available in the industry. 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.