About
Kevin Stevens, a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®), offers evidence-based wealth management and investment advisory services to professionals, retirees, and tradespeople across Alberta, Ontario, and Newfoundland and Labrador. His disciplined, research-driven approach focuses on long-term financial stability, broad diversification, cost efficiency, and aligning investments with clients' personal values and life goals. Stevens provides comprehensive Total Wealth Planning, including investment management, insurance solutions, estate planning, private banking, and business advisory services through Scotia Capital Inc. and affiliated Scotia institutions, ensuring clients can focus on their time and life priorities while their financial future is managed with expertise and integrity.
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