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Kevin R. Smith
Senior Financial Consultant at IPC Investment Corporation
Seasoned financial expert with 26+ years of experience in wealth management and investment advisory.
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Location
Bedford, Nova Scotia, Canada, CA
Skills
- Wealth Management
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Financial Planning
- Show all
Bio
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Topline AI
Kevin R. Smith is a seasoned financial expert with over 26 years of experience in wealth management, retirement planning, and investment advisory. He has a strong educational background in economics and has completed advanced courses in financial planning and investment strategies. With a proven track record of managing $60 million in assets for 350 families, Smith is a trusted advisor with a focus on personalized service and effective communication.
Experience
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Senior Financial Consultant
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Oct 1997 - Present
Senior Financial Consultant for more than 20 years and have been providing sound financial planning to help clients achieve their goals and protect what really matters in their lives. I have supported clients as an independent advisor for the past 13 years, building on previous experience as an a...
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Manager, Customer Sales and Service
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Jun 1987 - 1998
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Officer
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Jan 1982 - Dec 1985
Sub-Lieutenant
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Education
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1985 - 1993Saint Mary's University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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