ATA FINANCIAL - Key Persons
Job Titles:
- Financial Security & Investment Representative
Job Titles:
- Financial Security & Investment Representative
Job Titles:
- Director of Private Wealth
- Member of Canada Life
Kelvin became a member of Canada Life in 2012. In his role as Director of Private Wealth, Kelvin collaborates with the client's financial security advisor to create and execute a tailored investment and estate plan. He offers specialized advice to assist in preserving, building and transferring wealth.
Kelvin is a highly experienced investment professional, with a proven track record of success in progressively senior roles. He has excelled as an account manager and financial planner for Schedule A banks, and has demonstrated exceptional leadership skills as a sales director for a private investment firm. Kelvin's experience is a testament to his expertise and leadership in the investment industry.
Job Titles:
- Financial Security & Investment Representative