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Kevin White, CFP
Senior Consultant, Investment & Estate Advisor

Kevin started in the financial planning and benefit consulting field in 1992. He majored in Economics at the University of Manitoba and has attained his Certified Financial Planner designation (CFP).

Kevin’s experience has provided him with a strong knowledge of traditional and hybrid benefit plan designs. His strong interpersonal skills allow him to communicate with plan members in a clear and concise manner. He demonstrates the ability to adapt his presentation style to communicate effectively with employees of varying educations and vocational backgrounds, leaving them with a feeling of genuine interest in their benefit and financial concerns.

Kevin is highly service oriented and his hands on approach to employee education and communication is appreciated by both employers and employees. This combined with his background in financial planning adds value to the traditional benefit consultant / client relationship.

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