First Vice-President, Investment Advisor
Toll Free: +1 (800) 267-9345
Fax: (613) 239-2917
Born and raised in Ottawa, Kevin graduated from Ashbury College before attending Harvard University, where he earned a bachelor degree magna cum laude in 1996.
He joined CIBC Wood Gundy in 1997, became a CFA charterholder in 2001, and currently manages over $300 million on behalf of a select group of about 125 clients.
Kevin believes that risk matters at least as much as return, and that the primary role of an investment advisor is to help each client understand and manage the most fundamental risk faced by investors: falling short of the goal. His unique, common-sense approach provides each client with a clear, simple and personalized plan which serves both as a touchstone and as a disciplined guide to making sound long-term investment decisions.
New clients are accepted by referral.