Wealth Management Consultant
As a member of the Wealth Management Consulting team, Kevin brings knowledge and experience to Investment Advisors and their clients to develop sound wealth management plans.
He provides direction about complex issues such as business and succession issues, personal and corporate tax planning, corporate reorganizations, retirement planning, estate and gift planning and charitable giving.
Kevin has over 11 years of experience in the Accounting and Tax Industry. Prior to joining BMO Nesbitt Burns, he worked for two large international accounting firms in their respective tax departments focusing on tax and succession planning for businesses, corporate reorganizations, personal tax planning as well as having worked for many public companies.
Kevin holds a Bachelors of Commerce degree from Saint Mary's University and a Chartered Professional Accountant (CPA), Chartered Accountant (CA) designation. He has also taught the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course, has lectured professional development courses at the Institute of Chartered Accountants of NS (ICANS) and has lectured and written exams for the Atlantic School of Chartered Accountancy (ASCA).