After years of experience at a major financial institution, Kevin recognized that traditional banking often prioritizes products over personalized advice. In many cases, the financial industry's compensation model can create conflicts of interest, making it hard to offer truly objective guidance. As a fee-based financial planner, Kevin eliminates those conflicts, ensuring unbiased recommendations tailored to each client's unique needs.

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Frustrated by the limitations of commission-based models, Kevin founded his firm to offer accessible, transparent financial planning without relying on product sales. His goal is to provide a clear, comprehensive roadmap for achieving financial success using the best tools available.

 

As a graduate of the University of Western Ontario and a Certified Financial Planner®, Kevin offers trusted advice that is free from the pressures of banks and insurance companies. You can count on Kevin for independent, client-focused financial guidance.