Kevin oversees the management and development of all products and services offered by Investment Planning Counsel (IPC) and its affiliated companies. This includes the development of investment solutions offered through Counsel, and the development of programs offered through IPC Private Wealth, as well as oversight of the Portfolio Management process. Kevin works closely with Advisors helping them to grow their businesses and provide sound long-term investment solutions for their clients.
Kevin is a member of Investment Planning Counsel's (IPC) Executive Leadership Team. He is also a member of the Product Review Committee. Prior to joining the team in 2011, Kevin was Senior Vice President, Marketing, at Mackenzie Financial Services Inc., where he worked closely with Mackenzie’s portfolio managers and sub-advisor partners to develop a number of innovative and industry-leading investment solutions.
Kevin began his career in the investment industry in 1993. He has a Bachelor of Arts (Honours) from Queen’s University and a Master of Business Administration from the Rotman School of Management at the University of Toronto.