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  4. Kevin Klein

Kevin Klein, CFA, CFP®

Private Wealth Advisor, Portfolio Manager

Kevin Klein

Email
[email protected]

Office Phone
403.538.3815

LinkedIn Profile
Kevin Klein

Location
Calgary, Alberta

“I appreciate the trust my clients place in me and strive to help them achieve their financial goals with dedication and integrity.”
Drawing from over 15 years of experience within the financial services sector, I focus on investment management and strategic financial planning. My dedication to staying current on industry trends and developments informs the longstanding, client-centred relationships I foster.

Empowering clients with the knowledge and investment strategies they need to achieve their financial goals is the cornerstone of my approach. Using my industry insights, I provide clients with customized portfolios that consider their objectives and risk tolerance throughout various life stages.

I hold both the Certified Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations, and have a Bachelor’s degree in Economics from the University of Calgary.

Beyond the Office

As a dedicated husband and father of two energetic boys, family is my anchor in life. Amidst the joys of parenthood, I find excitement in many different sports, with golf holding a special place in my heart. Beyond that, we like to travel, particularly spending time on the west coast with our families.