Kevin Meckelborg, CIM®, FCSI®Investment Advisor
Kevin Meckelborg is Partner with Calgary’s boutique investment firm, Legacy Wealth Management Inc, and an Investment Advisor under the umbrella of IPC Securities Corporation. IPC Securities Corporation is a fully licensed securities dealership (part of IGM Financial Inc.), a TSX listed company and a member of the Power Financial Corporation Group of Companies, one of the largest financial organizations in Canada.
Our focus is in Total Wealthcare™, a process committed to education and financial success. “We explore, educate, and customize our services to each individual’s financial goals, whether they pertain to personal, family, business, or charitable pursuits. This concierge-approach makes wealth management or retirement and estate planning uniquely relevant to each client. In life, there’s no cookie-cutter approach, so there shouldn’t be in financial planning either.”
Kevin’s career began with ScotiaMcleod in 1991 as an Investment Advisor working primarily with families, family farms, and small business clients. In 1996, Kevin joined Talvest Fund Management, a subsidiary of CIBC Asset Management as Vice President, Prairies, Talvest Mutual Funds. In 2000, he was promoted to Vice President, Western Canada, which expanded his responsibilities beyond managing the sales team in Western Canada to being a key member of the Senior Management team for Talvest.
In 2004, Kevin was invited to become one of the original members of Open Sky Capital, a subsidiary of National Bank. As Vice President of Western Canada, Kevin was responsible for building a team for the sales and distribution of Principal Protected Notes across the West and served on the Senior Management team for OpenSky Capital. In this role, Kevin worked closely with the Capital Markets of various investment houses to build structured products, giving him a deeper understanding of how these products best fit with the retail investor. This expertise is a major benefit to clients today.
Just prior to joining IPC Securities Corporation, Kevin was most recently with Standard Life as Vice President, Western Canada, carrying on many of the responsibilities he had in his previous positions (managing a large sales force, serving as a key member of the Senior Management Team). Through Standard Life, he further expanded his knowledge of investment products with a new focus on Segregated Funds, Annuities and Guaranteed Withdrawal Products.
Kevin is excited to bring to his clients a deeper understanding of financial products, running the gamut from design, structure, and pricing to delivery within the portfolio, all according to every client’s unique investment goals and risk tolerance.
Kevin is married to his wife of 26 years, Darlene, and together they have a teenage son Adam. Kevin loves to spend time with his family and friends, enjoys reading, music, golf and is an avid sports fan.