Kevin Reid CFP®, EPC
Kevin is a seasoned Executive Financial Consultant and entrepreneur with a dynamic career, which started in 1995 when he launched his own business to deliver comprehensive insurance, investment, and tax solutions. His commitment to offering clear, unbiased, and high-quality advice has been the cornerstone of his practice, serving individuals, families, small business owners, and corporations with distinction. Kevin's dedication to building lasting relationships and providing strategic financial guidance reflects his passion for helping clients achieve their financial goals.
Outside of his professional life, Kevin is devoted to his family. He has been happily married to his wife Britta since 1995, and loves spending time with their two wonderful children, Megan and Carson.
Mike Roberts CIM
Mike is a highly experienced Senior Consultant with nearly 20 years in the industry, bringing a wealth of investment expertise to the team. He is dedicated to helping clients stay on top of their financial affairs with precision and care. Mike takes great pride in providing tailored financial strategies that meet each client's unique needs. Having worked with Kevin for over five years, Mike's partnership is a testament to their shared commitment to delivering exceptional client service.
Outside of work, Mike enjoys spending time with his wife Ashley, and their children, Claire and Connor. He is often found actively participating in their various athletic activities.
Alina Karges
Alina is an accomplished financial Executive Assistant with over 25 years of experience in the financial industry, holding her CSC license. Alina plays a crucial role, managing daily office operations, providing exceptional customer service, and handling calendar scheduling to ensure smooth and efficient workflow. As a first point of contact for clients, Alina is dedicated to delivering professional and responsive service, making her an essential part of the team.
Dora Stefan
With 20 years of administrative expertise spanning across investments, insurance, and mortgages, Dora is a highly skilled Executive Assistant to Mike Roberts. Her exceptional attention to detail and proactive approach ensure seamless operations leading to team success. Dora's deep understanding of the financial landscape and her dedication to excellence make her an invaluable asset.
Eva Bogdanowicz
With over 24 years of experience as a securities licensed assistant and 28 years in the life insurance sector, Eva brings a wealth of expertise to her role. Holding licenses in CSC, CPH, and Life & Accident & Sickness, Eva has a robust background in both financial securities and insurance, which allows her to navigate complex regulations and client needs. Eva excels in delivering exceptional support to clients and advisors alike, as well as partaking in financial planning.
Jack Anderson
Jack is a dynamic Business Development Coordinator, bringing a fresh perspective and a strong foundation in financial principles to the team. In his role, Jack supports senior advisors by assisting with portfolio management, conducting market research, and preparing detailed financial reports. Jack holds a Master's degree in Business Administration from Wilfrid Laurier University and is committed to continuing professional development in the wealth management industry.
Jackie Gerger
Jackie is a highly experienced Administrative Assistant. With a background in group retirement and a keen eye for detail, she excels in managing day-to-day operations, coordinating client communications, and ensuring the seamless execution of financial plans. Jackie's organizational skills, efficiency, and dedication to client satisfaction make her an invaluable asset to the team, enabling our advisors to deliver top-tier wealth management services.