Kevin has been in the industry for 23 years and has several professional designations and awards of merit. Kevin is a CFP and CDFA and has also written a book called "Where There's A Will There's A Way ™" an easy to read Canadian estate planning guide. Kevin can often be found doing presentations on the topic of estate planning, across Canada. You may have seen Kevin speak at the CIFP, the Advocis national schools (Ontario and Atlantic) and Advocis local chapters (Hamilton, St. Catharines, Barrie, Kelowna) and the IFB as well as numerous dealership conventions and insurance conventions. Kevins love for public speaking is apparent in his presentations. His informative yet humorous perspective on the topic, engages all who attend.
Kevin, an Ancaster resident, has been married to his beautiful wife Stephanie for 28 years; together they have four bright and accomplished children. Their oldest son just graduated from McMaster and is working at Siemens as an engineer. Their oldest daughter is at Mcmaster for Web Development and design. The couple's youngest son is attending McMaster University for political science, and Their youngest daughter is in grade 5.
Kevin is an aviation enthusiast (as many people well know) and also likes history. Kevin often combines his two interests with his hobby of reading and collecting material from the Second World War. Kevin often travels for business and pleasure all over Canada and the world; hence he is becoming an avid photographer.
A WORD FROM KEVIN
We have three processes that I have developed, the first of which is called the Life Navigator™. This is my financial planning process for families that are growing their asset base. People who want to build a solid net worth without excessive risk or volatility.
The second process I developed is my Retirement Navigator™. This process is designed for people that have a lump sum of money to invest and are considering retiring. They need conservative capital growth and also need to take a sustainable income from their investments. We have an exclusive process that assures that your current income needs are not market driven and minimize the volatility on your growth assets.
The third process (fee based) is called The Estate Navigator™. This process was written about in the insurance journal of Canada and is considered the leading edge in estate planning services. We organize, centralize and assist clients in developing an understandable solution to their estate planning needs.
My motto in life is...
"It doesnt have to be complicated to be effective"
Our Mission
To provide small business owners and affluent Canadian's with the highest level of personal financial services. Our company will encourage thrift, savings and the wise use of credit to our clients, and will utilize conservative wealth creation strategies that adhere to "value style" investing. Our services will be delivered in a risk adverse manner that is consistent with our core values. We will provide these services with our unique processes that focus on the three distinctive phases of money management and financial planner for Small Business Owners and Affluent Families.
•Life Navigator™: Accumulation Phase
•Retirement Navigator™: Retirement Phase
•Estate Navigator™: Estate Planning Phase
Our company will be the leading provider and educator for financial planning with regards to Retirement and Estate Planning issues.
OUR VISION
Our companies purpose is to provide small business owners and affluent Canadians high quality financial planning in regards to retirement and estate planning issues. Kevin O'Brien & Associates will attain our vision by utilizing a comprehensive approach to financial planning. The company will deliver its services through the use of a proper fact finding process, assist clients in goal setting, conduct a thorough risk analysis and be able to recommend to our clients superior financial products and services.
Our core competency is the "key ability or strength that gives our organization the quality that differentiates us from others, and gives us a competitive advantage that will contribute to our long-term success."
