He joined Newport in 2011, after several years as a popular Lecturer in Business Management & Financial Accounting at the renowned Ivey School of Business at the University of Western Ontario, his alma mater. Having also earned his CFA designation (the highest distinction in the investment management profession), Kevin set his course on honing and expanding his wealth planning skills to be able to provide holistic wealth planning for clients. Today, he is a Certified International Wealth Manager and holds Certificates in Retirement Strategy and Estate and Trust Planning from the Canadian Securities Institute. Kevin uses his analytical mind and strong educational background to deliver to his