Kevin is committed to educating high net worth individuals and families with special means on the importance of prudent asset management and estate planning, one person at a time. Driven by a vision of helping others, he seeks to enhance the economic value for clients through sustainable insurance solutions and fixed-income strategies. This mindset enables Bervin Wealth and Insurance Solutions to shift the relationship from a simple sales process to a complete tax and estate planning approach that makes it possible to be more responsive in helping to solve client issues.
His character exemplifies unquestionable integrity in bringing together a full range of planning opportunities, in collaboration with your professional advisors. He is passionate and committed to making a difference in people's lives bringing forth a solid structure specializing in capital preservation and succession planning concepts to help business owners and families transition through now and future generations. It has been demonstrated to Kevin that in the vast majority of cases, an effective planning exercise brings considerable benefits to a wealthy individual and to his or her family.
Kevin graduated from the Telfer School of Business of the University of Ottawa (2002). He obtained a Baccalaureate in Commerce with a specialization in Finance. He holds his Certified Financial Planner (CFP®) designation. The Certified Financial Planner is an internationally-recognized designation awarded in Canada by the Financial Planning Standards Council (FPSC)*. To obtain the CFP designation, Individuals must meet FPSC's certification requirements in education, experience, examination and ethics. Kevin is a member of Advocis, the Financial Advisors Association of Canada, and of the Chambre de la sécurité financière (CSF). He is also a member of the Gift Planning Advisory Council for the University of Ottawa.
While away from the office, Kevin is an avid hiker, alpine skier and golfer. In the warmer season, he enjoys spending time at the lake with his family.