Experience
Kevin brings a wealth of experience from his time at RBC Dominion Securities. As an Associate Advisor there, he showcased his proficiency in portfolio modeling and financial planning, earning the 2017 RBC Performance Award for his outstanding contributions. His role involved working with one of the largest Wealth Management teams in Western Canada, where he was instrumental in key business operations and portfolio management functions.
Key Responsibilities
Kevin is responsible for overseeing the fund’s financial reporting and accounting operations, ensuring accuracy and compliance with regulatory standards. Additionally, he plays an important role in financial planning, budget management, and implementing effective financial controls to support the fund’s strategic financial objectives.