Kevin Meckelborg, CIM®, FCSI®Wealth Advisor
As a Wealth Advisor, Kevin’s focus is Total Wealthcare™, a process committed to education and financial success. His approach is to explore, educate, and customize these services to each individual’s financial goals, whether it pertains to personal, family, business, or charitable pursuits.
This concierge-approach makes wealth management or retirement and estate planning uniquely relevant to each client.
Kevin began his career in the Financial Industry in 1991 as a commodities and securities broker and brings with him a wealth of knowledge and expertise. From 1996 through 2013, Kevin was responsible in varying roles for building and managing sales teams across Canada, having the opportunity to also work closely with the Capital Markets of various investment houses to build structured products.
This gave Kevin a deeper understanding of how investment options best fit with the retail investor, a major benefit to clients today. Since 2013, Kevin has enjoyed bringing design, structure and pricing together for delivery within client portfolios, all according to their unique investment goals and risk tolerance.