Kevin L Gebert, CIM CFP
Associate Portfolio Manager

o:604.503.5678 m:604.306.7298



kgebert@croftgroup.com



Paul
 

Some facts about Kevin:


  • Works with clients in British Columbia, Alberta and Ontario
  • Associative Arts Degree
  • Certified Instructor – The Knowledge Bureau
  • Published Author
  • Developed an Investment Course that is presented to grade 11 & 12 students
  • Volunteer in the education system and with athletes with disabilities
  • Presents Financial Planning seminars in the community

Kevin’s Certifications:


  • Certified Cash Flow Specialist (CCS) 2017
  • Certified Money Coach (CMC) 2016
  • Fellow of Financial Planning Standards Council (FPSC™) 2015
  • Chartered Investment Manager (CIM) 2012
  • Portfolio Management Techniques 2012
  • Financial Divorce Specialist (FDS) 2012
  • Fellow of Canadian Securities Institute (FCSI) 2012
  • Registered Health Underwriter Designation (RHU) 2011
  • Certified Professional Consultant on Aging Designation (CPCA) 2011
  • Exam 1 Panel of Examiners (Financial Planning Standards Council) 2010 – 2012
  • Chartered Strategic Wealth Professional Designation (CSWP) 2009
  • Master Financial Advisor Designation – Retirement and Estate Planning Services Specialist (MFA) 2006
  • Budget Coach, Crown Financial Ministries, 2005
  • Investment Management Techniques 2005
  • Elder Planning Counselor Designation (EPC) 2004
  • Retirement Plans Associate Designation (RPA) 2003
  • Financial Management Advisor Designation (FMA) 2002
  • Certified Financial Planner Designation (CFP) 1999
  • Professional Financial Planning 1999
  • Life Insurance Level II 1999
  • Life Insurance Level I 1997
  • Canadian Securities Course (CSC) 1997
  • Investment Funds Course (IFIC) 1995