Kevin Lai, MBA, CFP®, CIM®, FCSI®

Investment Advisor

Kevin brings over 15 years of experience helping individuals and families make confident financial decisions. With deep expertise in wealth planning and investment management, he provides clear, practical guidance to help clients build, manage, and protect their wealth through every stage of life.

Known for his steady, approachable style, Kevin simplifies complex financial concepts and delivers tailored advice so clients can make informed decisions aligned with their goals. His focus is on helping clients achieve lasting comfort, security, and the freedom to enjoy what matters most.

Kevin received both his Masters of Business Administration (MBA) and Bachelor of Commerce (Honors) from the University of Alberta. He also holds several well-recognized designations including the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Fellow of CSI (FCSI). Kevin speaks fluently in English, Cantonese and Mandarin.

Outside of work, Kevin values spending quality time with his family and actively gives back to the community—embracing the same meaningful moments he strives to help his clients create.