Kevin Roy

My Background

I have been an Investment Advisor managing portfolios for over 27 years. Of the 27 years with the firm, the last 16 have been as a Senior Investment Advisor and member of the President’s Council. In addition to the Canadian Securities Institute (CSI) course, I have also completed the Senior Partners & Directing Officers Course, the Ontario Professional Financial Planning Course. In addition, I am able to offer investment services to US residents and corporations.