Biography

During his 16 years in the financial industry, Kevin has held various roles in customer service, management and financial advising, honing his skills in relationship‑building and providing tailored financial solutions. Throughout his career, he has developed expertise in managing the financial needs of individuals, families and business owners. Kevin’s background spans day‑to‑day banking, lending, investments and holistic financial planning, with a focus on key financial goals like retirement, education funding, wealth preservation, estate planning, tax strategies and risk management, including life, disability and critical illness insurance.

As a financial planner at Baker Tilly in Niagara, Kevin works alongside a team of highly experienced professionals in audit, tax and advisory services. This team is dedicated to delivering comprehensive solutions, offering clients a holistic, customized approach to wealth management. Kevin also collaborates with the TriCert Investment Counsel, which provides the professional discretionary investment management his clients need. Believing the foundation of a successful financial plan begins with a deep understanding of client needs, he collaborates with accounting and portfolio management experts to ensure every aspect of a client’s financial well‑being is addressed. Although Kevin is local to the Niagara district, he makes himself available to clients throughout Ontario.

Kevin enjoys spending time with his wife and four children. He also loves to travel and stay active through golf, mountain biking and volleyball.

Professional, community and social affiliations

Registered Retirement Consultant (RRC®), The Canadian Institute of Financial Planning
Canadian Securities Course (CSC®), Canadian Securities Institute
Alumni, Brock University’s Goodman School of Business
Volunteer, Meals on Wheels of Niagara

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