FMA, PFP, FCSI
Senior Financial Advisor
Determined. Hard-working. Passionate.
Kevin Willick is a senior financial advisor based out of Calgary with both his Fellow of Canadian Securities Institute (FCSI®)—considered a crowning achievement in Canadian financial services—and Personal Financial Planner (PFP®) designations.
Building trust is vital
Kevin believes that trust is the most important aspect of a successful client relationship. Spending the majority of the time listening to his clients allows him to fully understand your goals, and gain your trust and respect. His expertise is working with high-net-worth clients to provide them with personalized service and custom financial strategies.
Kevin is a naturally adventurous person who values spending his free time outdoors. During winter months you can catch him on the ski hill, and when the weather warms up he enjoys biking and playing water sports.