What We Do

Speaking Engagements:

Canadian Institute of Financial Planners Conference

  • 2010 — Niagara Falls
  • 2006 — Vancouver

Advocis National School

  • Okanagan Valley (Advocis Chapter) — 2007, 2011
  • Kelowna 2009
  • Atlantic Region PEI 2008
  • Ontario 2007
  • Local Chapters — Hamilton, St. Catharines, Barrie, Kelowna, Ottawa, Peterborough, Brantford, Kingston — (2006-Present)

The Independent Financial Brokers of Canada — 2006, 2007, 2008

Industrial Alliance Insurance Company Sales Congress 
- Ontario, Banff, Vancouver — 2008

Numerous mutual fund dealership conventions.

Book Kevin for your next:

  • Rotary Club Meeting
  • Seniors Club
  • Advocis Chapter
  • Events

Sylvia’s Testimonial

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.

Sylvia Das

Mark’s Testimonial

Kevin has financially guided our growing family in the right direction.

Mark Hamilton

Sylvia’s Testimonial

Kevin has helped me avoid many of the financial pitfalls only a professional with his foresight could perceive.

Sylvia Das

Mark’s Testimonial

Kevin is honest, flexible, great with kids and has a genuine interest in my family’s future. I highly recommend Kevin O’Brien.

Mark Hamilton

Josie’s Testimonial

His continual advice on financial planning issues has saved me significant amounts of money over the years.

Josie Castracane

Sylvia’s Testimonial

Kevin has helped me accomplish financial goals I could not have imagined achieving without his insights.

Sylvia Das

Pat’s Testimonial

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.

Patricia A Elliot

Mark’s Testimonial

With Kevin’s help we were able to review our past, current and future finances/goals and develop a proper retirement plan.

Mark Hamilton

Josie’s Testimonial

Kevin has always been dependable, straightforward, honest and ethical.

Josie Castracane

Sylvia’s Testimonial

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.

Sylvia Das

Pat’s Testimonial

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

Pat Elliot