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...
Certified as a Retirement Coach, Financial Planner and International Wealth Manager, I provide a unique offering, and serve an equally unique client base – those who value a holistic, informed approach that goes beyond money management to incorporate aspirations...
Brian McAree serves as an Associate Portfolio Manager at Croft Financial Group (CFG), bringing valuable expertise to the Investment Review Committee (IRC). In his role, Brian collaborates closely with the Portfolio Management team to deliver discretionary...
