Kevin O'Donnell
Financial Advisor at Pixel Financial Group Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Pixel Financial Group Inc.
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Apr 2014 - Present
My mission is to work with my clients to build a financial security plan tailored to help meet their specific needs. I'm dedicated to understanding their financial goals and providing them with sound financial advice. Whether they are purchasing a new home, financing a child's education or planning a comfortable retirement... my clients goals are specific to them and their financial security plan should be tailored accordingly. I help my clients understand their options and the recommend solutions that fit their financial security plan. And once their plan is in place, I continue to work with each client by reviewing their financial security plan from time to time. This helps ensure they are still on track to achieving their specific goals. I know that personal service is key to helping my clients find the right solution for their financial security needs. If you have questions about your financial security plan or specific financial products, contact me and I can set up a time to meet. We can discuss my services, review your specific needs and address any questions you may have. I adhere to Market Conduct policies and guidelines regarding compliance of Privacy legislation (PIPEDA) Life insurance - Mortgages - Investments - TFSA - RESP - RRSP - Annuities - RRIF - LIF - Disability insurance - Critical illness insurance - Health and Dental insurance - Group insurance - Group RRSP - Business insurance - Key person insurance - Business continuation - Buy/sell agreements Insurance products, including segregated fund policies, are offered through Pixel Financial Group, and Kevin O’Donnell offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Show less
-
-
-
Quadrus Investment Services
-
Canada
-
Investment Banking
-
1 - 100 Employee
-
Investment Representative
-
Apr 2014 - Present
Mutual Funds and referral arrangements. Mutual Funds and referral arrangements.
-
-
-
Deer Ridge Golf Club
-
Canada
-
Spectator Sports
-
1 - 100 Employee
-
General Manager / Head Golf Professional
-
2007 - 2014
Thomas McBroom Design opened in 1991. Recognized as one of the top private club layouts in Canada. Thomas McBroom Design opened in 1991. Recognized as one of the top private club layouts in Canada.
-
-
-
-
Director of Golf
-
2002 - 2007
Recognized as "The Best New Golf Course in Canada" by Golf Digest in 2005 The 1st JW Marriott property in Canada Recognized as "The Best New Golf Course in Canada" by Golf Digest in 2005 The 1st JW Marriott property in Canada
-
-
-
Deerhurst Resort
-
Canada
-
Hospitality
-
100 - 200 Employee
-
Assistant Golf Professional / Head Golf Professional / Director of Golf
-
1993 - 2002
400 Room, Five Star Resort, Two Golf Course, Golf Academy 92% Grade on PGA of Canada Entry Exam 400 Room, Five Star Resort, Two Golf Course, Golf Academy 92% Grade on PGA of Canada Entry Exam
-
-
-
National Pines Golf Club
-
Canada
-
1 - 100 Employee
-
.
-
1991 - 1992
Private Equity Club, Private Equity Club,
-
-
-
The Fairmont Banff Springs
-
Canada
-
Hospitality
-
1 - 100 Employee
-
.
-
1990 - 1990
-
-
Education
-
Georgian College
Tourism Management -
Innisdale Secondary School
Highschool