Kevin Gebert

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