Kevin Patterson, B.comm, CFP, RWM
Kevin Patterson is a dedicated financial professional with a strong academic an industry background in investment and retirement planning. He earned his Bachelor of Commerce with honors from the University of Manitoba on 2001, building a strong foundation in Business and finance.
In 2007, Kevin further advanced his expertise by completing his Canadian Investment Funds Course(CIFC) through the Investment Funds institute of Canada on January 2007, establishing his knowledge in mutual funds and investment products. That same year, he obtained his insurance Licensing for Manitoba, Saskatchewand and Alberta expanding his ability to provide comprehensive financial solutions across multiple provinces.
Kevin achieved the prestigious Certified Financial Planning (CFP) designation In February 2012, reflecting his advance knowledge in comprehensive financial planning and commitment to high ethical standards. Continuing to specialize, he obtained the Registered Retirement Consultant (RRC) designation from CIFP Retirement Institute in April 2017 strengthening his expertise in Retirement strategies and client focused financial Solutions.
He most recently earned his Real Wealth Management (RWM) certification in 2025, reinforcing his commitment to delivering thoughtful, results-driven financial guidance.