Kevin O'Hagan, PFP, FMA, CIWM

Experience

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  ATB Financial

  Sept 2004 - May 2005

  Personal Banking Specialist

  Provide all banking products with a high service level.

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  ATB Investor Services

  May 2005 - Jul 2006

  Investment Funds Specialist

  •Provide ATB Investor Services and personal financial planning services to segment 2 clients and prospects through the sale of mutual funds, investment and retirement products and other ATB offerings. •Maintain a high level of quality service by ensuring the efficient fulfillment of all client requests and providing follow-up service in a timely manner.

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  RBC Wealth Management

  Nov 2006 - Mar 2008

  Financial Planner

  •Actively manage a client base using value-based relationship management practices and provide ongoing financial advice based holistic financial plans to ensure long term client retention.•Develop relationship with internal service partners and local market to optimize business opportunities and referrals, as well as referral clients when appropriate to other RBC business entities.

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  RBC Financial Planning

  Mar 2008 - Sept 2015

  Investment & Retirement Planner

  •Provide financial and investment guidance for individuals seeking advice because they are going through life changes as well as others who are exploring their financial options.•Primary objective is to actively seek new investable assets through branch referrals, proactive calling and activities, as well as utilizing an external network of centers of Influence.•Strategic partnering to enhance the client experience and creating awareness of all financial service products offered.

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  Edward Jones

  Sept 2015 - now

  Financial Advisor

  Building existing and new relationships with clients in their pursuit to financial independence, which entails designing a custom tailored financial solution. Believe in the proactive approach to relationship management and doing the right thing for my clients. I became a Limited Partner of Edward Jones in 2023 within a firm build by advisors for advisors.