Kevin Poelzer is a cross border registered financial advisor with Raymond James Ltd and Raymond James (USA) Ltd, providing wealth management solutions to individuals, trusts and corporations.
Kevin began his career in 1985 with a major US brokerage firm where he stayed until 1989 when rumours of the firm’s departure from the Canadian market led him to another major US securities firm. Subsequent investment house mergers in the early 1990s took him to a bank-owned brokerage firm for almost 27 years where he achieved President’s Club and vice president investments status.
He moved in May 2016 to Raymond James Ltd to better serve his clients, and the move rejuvenated his love of the industry.
Through Raymond James, Kevin has access to outstanding technology and a complete range of third party managers, as well as internal and external teams of professionals who assist in offering a disciplined approach to clarifying and communicating the complexities of the financial world through carefully selected portfolio investments and financial planning.
Kevin prides himself on his long-term client relationships which have created many friendships. He enjoys helping people understand the financial markets and achieving their financial goals while their focus or expertise often lies elsewhere.
He is an involved parent to a wonderful university aged daughter who has brought him much happiness and joy.
He looks forward to confidentially discussing your financial goals and situation and assisting where he can.