Kevin Sassa, CFP, CIM, FCSI

Investment Advisor

I have been an investment advisor for 20 years and have attained my CERTIFIED FINANCIAL PLANNER® and Canadian Investment Manager (CIM) designations. Along with my tenure and continuing education as an Investment Advisor, I received the prestigious Fellow of the Canadian Securities Institute (FCSI) designation. I also hold my Level II Life Insurance licence, which allows me to work with you on all your estate planning needs.
I'm a native Southern Albertan and live in Lethbridge with my two kids. We love to stay active skiing, golfing and travelling. I also enjoy many volunteering activities which include Habitat for Humanity, and canvassing for the Alberta Lung Association and Canadian Cancer Society. One of my favourite fundraising activities is the Ride to Conquer Cancer, where my friends and I have raised more than $150,000 over the past five years.