No matter what "new" financial vehicle you've read about - TFSAs, ETFs, Disability Insurance, Estate Planning for Small Business Owners - you can trust that Kevin has conducted a comprehensive investigation of the subject and can offer you the pros, cons, eligibility or viability of practically any financial vehicle available in Canada.
Kevin has financially guided our growing family in the right direction.
Kevin has helped me avoid many of the financial pitfalls only a professional with his foresight could perceive.
Kevin is honest, flexible, great with kids and has a genuine interest in my family's future. I highly recommend Kevin O'Brien.
His continual advice on financial planning issues has saved me significant amounts of money over the years.
Kevin has helped me accomplish financial goals I could not have imagined achieving without his insights.
Kevin brings the same steadfast commitment, strong work ethic, and passion for learning to everything he does. We are glad to have him in our corner.
With Kevin's help we were able to review our past, current and future finances/goals and develop a proper retirement plan.
Kevin has always been dependable, straightforward, honest and ethical.
Kevin has continued to help me build wealth and prepare for the future as I transitioned from a young, salaried employee to a self-employed professional with the additional responsibilities of a marriage and children.
Kevin has always been open and honest in our discussions. He is proactive, decisive, and takes time to explain his strategy and its underlying reasons
We Analyze Your Current Plan
Plan Provider Analysis
We offer an independent annual review of the plan provider, including analysis of rates of returns, fees charged, provider communication materials and the service provided.
- Assist the plan sponsor in selecting a plan provider.
- Plan introduction meetings available to all members.
- Host regular meetings every 12 to 24 months with members to review economic conditions, plan performance and retirement planning tips.