Biography
Kevin is responsible for the development and execution of the credit union’s wealth management strategy and provides oversight for all aspects of day-to-day wealth operations. Kevin joined the credit union in 2015 from Servus Credit Union in Edmonton, where he was Assistant Vice President, Wealth Management. Prior to joining Servus, Kevin worked at the Bank of Montreal, ATB and Investors Group, gaining valuable experience in branch management, investment management, financial planning and commercial services.
Kevin has more than 30 years of financial services experience with extensive industry credentials in investment and insurance sales, as well as financial planning. He has a passion for leadership and change management techniques, and has completed numerous professional and industry-related courses.