CFP
Senior Vice-President, Practice Management
Kevin comes to Wellington-Altus with over a decade of experience in the wealth management industry, most recently as a Practice Management Consultant with BMO Private Wealth, consulting and coaching wealth management professionals throughout Western Canada and parts of Ontario.
Kevin started his career at Russell Investments as a Regional Consultant in Calgary before taking on the role of Associate Regional Director and then Regional Director. His background in sales, investments and coaching gives him a 360-degree view of the Advisor practice and his one-to-one approach has benefited individual advisors as well as those managing multi-billion-dollar practices. Over the years he has developed a wide range of expertise including business development and growth to developing client servicing models to creating a full wealth experience.
Kevin has a Bachelor of Business Administration (BBA) degree from Mount Royal University and remains active with the institution raising funds for student scholarships. He is a Certified Financial Planner (CFP) and is passionate about financial literacy. Every year, Kevin hosts interactive sessions with grade 12 students at Calgary high schools to boost their knowledge about financial matters.