Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.
Telephone: (250) 434-8014 | Toll free: 1-866-870-3416 | Fax: (250) 851-2733
Kevan has over 25 years’ experience in the financial services industry. He holds the Certified Financial Planning (CFP®) and Canadian Investment Manager (CIM®) designations. As a senior financial advisor with Manulife Wealth Inc., he helps individuals, families and employees plan for a secure financial future. Kevan specializes in Retirement Income Planning. With an unbiased approach, he strives to help each client steer through the maze of the financial industry to meet their goals and ultimately achieve financial peace of mind.
