
Kevin Mcnamara
My mission as a Financial Planner is to form long-term relationships with my clients where I will join... | Abbotsford, British Columbia, Canada
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Kevin Mcnamara’s Emails ke****@in****.com
Kevin Mcnamara’s Phone Numbers No phone number available.
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Kevin Mcnamara’s Location Abbotsford, British Columbia, Canada
Kevin Mcnamara’s Expertise My mission as a Financial Planner is to form long-term relationships with my clients where I will join them in their journey to achieving their financial goals. One of the biggest investments that I will ever make is in clients and their families. By getting to know clients, I seek to offer personalized advice to best serve them and their families. I make their goals and concerns my priority. I pride myself in staying current and continuously looking to educate myself to serve clients better. I provide only the highest quality products, information and services to ensure financial success. I uphold a strict code of confidentiality and ethics, valuing honesty, integrity, professionalism, and objectivity. Service and personal attention to clients ensures that I will remain up-to-date with your ever-changing financial situation and ensure that your plans will evolve to suit your needs.
Kevin Mcnamara’s Current Industry Bases Covered Financial Services Worldsource Financial Management Inc Nov 2020 Current
Kevin
Mcnamara’s Prior Industry
Investors Group Financial Services
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Bases Covered Financial Services
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Bases Covered Wealth Managementworldsource Financial Management
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Bases Covered Securitiesworldsource Securities
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Bases Covered Financial Services Worldsource Financial Management Inc Nov 2020 Current
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Work Experience

Bases Covered Financial Services Worldsource Financial Management Inc Nov 2020 Current
CERTIFIED FINANCIAL PLANNER® professional
Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Bases Covered Securitiesworldsource Securities
Certified Financial Planner® Professional
Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Bases Covered Financial Services
Bases Covered Financial Services
Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bases Covered Wealth Managementworldsource Financial Management
Certified Financial Planner® Professional
Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Investors Group Financial Services
Division Director
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Investors Group Financial Services
Consultant
Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)