Pascal J. Thompson John Stroud
Kevin Klein, CFA, CFP
Vice President, Investment Counsellor
645 – 7th Avenue SW, Suite 2400, Calgary, AB T2P 4G8
T: 403-233-8370 | F: 403-262-8789
As an Investment Counsellor in our Calgary office, Kevin takes a holistic approach with his clients, seeking to understand their unique circumstances before offering investment solutions.
Upon graduation, Kevin’s keen interest in investments and the markets led to a career in the financial services industry.
Kevin joined T.E. Wealth in 2012 and applies his attention to detail to the creation of asset, portfolio and account management strategies.
Kevin holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He graduated from the University of Calgary with a BA in Economics.
In his spare time, Kevin enjoys basketball and golf – but wouldn’t wager on his skills for either.
T.E. Wealth is a business name and trademark of iA Investment Counsel Inc. (“IAIC”). IAIC is a wholly owned subsidiary of IA Insurance and Financial Services Inc. (“IAIFS”). IAIFS is a TSX-listed company (symbol:IAG). IAIC is registered in all provinces in the category of Portfolio Manager, Investment Fund Manager in the provinces of Ontario, Quebec, and Newfoundland, and Exempt Market Dealer in the Province of Ontario.