Kevin Smith Cfp®
About Kevin Smith Cfp®
Kevin Smith, CFP®, is an Associate Consultant at IG Wealth Management and an Associate Advisor at WSC Financial Solutions in Ontario, Canada. He specializes in educating clients on long-term financial planning and has a background in sports management and experience in the insurance and mutual fund sectors.
Work at IG Wealth Management
Kevin Smith has served as an Associate Consultant at IG Wealth Management since 2015. In this role, he focuses on educating clients and encouraging them to achieve their life goals through a long-term planning approach. He emphasizes the importance of regularly reviewing and updating financial plans to ensure clients remain aligned with their objectives. With nearly nine years of experience at IG Wealth Management, he has developed a deep understanding of client needs and financial strategies.
Current Role at WSC Financial Solutions
Since 2023, Kevin Smith has been working as an Associate Advisor at WSC Financial Solutions, which operates under Sun Life. In this position, he continues to apply his expertise in financial planning and client education. His role involves assisting clients in navigating their financial journeys and ensuring they have the necessary tools to meet their goals.
Previous Experience with Hamilton Tiger-Cats Football Club
Kevin Smith worked at the Hamilton Tiger-Cats Football Club from 2011 to 2015. He initially served as an Account Service Representative for two years, followed by a position as Account Executive - New Business Development for another two years. His experience in this role contributed to his skills in client relations and business development.
Education and Expertise
Kevin Smith holds a Bachelor's Degree in Sports Management (Honours) from Brock University, which he completed from 2007 to 2011. His educational background has provided him with a solid foundation in management principles, which he applies in his financial consulting career.
Community Involvement
Kevin Smith participates in the IG Wealth Management Walk for Alzheimer’s, honoring his mother's ongoing journey with the disease. This involvement reflects his commitment to community service and raising awareness for Alzheimer’s.