Kevin Bennett, PFA
I have been involved in wealth creation and management since 1999 and have a strong personal commitment to my client's financial well-being in various Life Stages.
My top priority is to build long-term relationships with my clients. I feel it is essential to learn all aspects of their life stages. I am an attentive listener and enjoy developing strategies to help individuals achieve their goals and objectives. I am client-focused and ensure their needs are paramount. I specialize in investment planning, risk management, retirement income planning, and tax-efficient options.
I am an independent advisor and have access to many separate product lines---- from Investment funds, Segregated funds, life, critical illness and disability products through various suppliers in Canada. This allows me the flexibility of choices by selecting good managers, competitive cost structures, etc.
On a personal level, I grew up and received my high school education in a small rural community in Newfoundland and Labrador. I worked as a Nursing Assistant at the start of my career but had to change course shortly after as I lost my leg to cancer when I was 21 years old. However, I continued my education, studying business law and business communication at Memorial University while working full time with a federal government department in the field of Electronic Technology.
I received an early retirement from the role of Director with the Department of Industry when I was 50 years old.
I continue to upgrade my educational and investment skill through professional development courses, investment conferences, and consultations with industry experts. in 2020 I completed my designation of Professional Financial Advisor (PFA).