About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Kevin Roe, CFP®

Certified Financial Planner

I have been providing financial advice to my clients for over 17 years, and I'm continually upgrading my education in the financial planning industry.

I hold the Certified Financial Planner designation offered through the Financial Planners Standards Council of Canada (FPSC).

I'm continually expanding my knowledge and expertise in order to better serve my clients with up to date financial planning strategies. I believe that balance, diversification and regular reviews are the key ingredients of a well managed portfolio, combining safety with maximum growth.

As a successful independent financial planner, I can offer a broad range of financial products and services without being tied to any particular financial institution. This provides my clients the flexibility and diversification needed in today’s ever changing economic environment.

Regular reviews and updates keep my clients informed and aware of any economic cycles leading to buying or selling opportunities.


Dealer

Mutual Funds Provided Through FundEX Investments Inc.