Prepare with Kevin
Meet Kevin
Kevin Gavigan, our lively Wealth Advisor from Morden originally hails from Ireland. His travels have brought him to Southern Manitoba where he enjoys taking a holistic approach to wealth management by helping his members make decisions that will positively affect their overall wellbeing.
Building on his experiences in finance within big banks and the credit union network, Kevin takes each members’ diverse story and situation and develops a financial plan that will help them achieve their future goals and aspirations. His number one piece of advice for members, regardless of their circumstances, is to prepare for retirement. Deal with it as early as possible and don’t procrastinate!
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- Areas of expertise: Retirement planning, holistic financial planning
- Credentials: Canadian Investment Funds course, Branch Managers Examination, Responsible Investment Association (RIS), Certified Financial Planner® (CFP®), Canadian Investment Funds Course, Canadian Securities Course
- Spoken Languages: English