Kevin McNamara is an EPC, RRC, CFP Certified Financial Planner professional.
He moved to BC in 1998 where he went on to own and operate multiple successful businesses. Kevin joined one of Canada’s largest mutual fund and Financial Planning firm where he built a successful practice over the past 12 years.
Kevin has attained the Certified Financial Planner, Registered Retirement Consultant and Elder Planning Counsellor designations. He became a corporate field trainer where he was responsible for mentoring new Consultants in the Financial Services industry. He also held the role of Branch Manager, as a Division Director in charge of compliance and branch recruitment. He received numerous awards throughout his career, notably including being named regional office mentor.
Kevin has extensive knowledge of tax planning and investment planning and specializes in working with clients who are in the process of separating and or recently divorced.
He takes an unbiased approach and spends the time necessary with the clients to educate them on the best way to navigate the options available. One of the most important roles as trusted advisor is too always remain objective and take the time to help the clients through the process.
Kevin provides free initial consultations and is able to meet with you at one of their partner offices throughout the lower mainland, or a location of your choice.
Kevin specializes in working with clients who are in the process of separating and or recently divorced. His goal is to create long-term relationships with his clients and help them in their journey to achieving their financial goals.
Kevin has extensive knowledge of tax planning and investment planning. He provides his clients with the highest quality products, information and services to ensure financial success
He is a trusted advisor and works hard to provide his clients with excellent service, personal attention, and professionalism as he guides them through the process.