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Kevin Lavigne

Financial Consultant & Insurance Advisor (Travel Agent to Retirement)

Kevin Lavigne is an experienced financial professional with a strong background in financial planning and consultancy. As a former Financial Consultant and Insurance Advisor at Plan First Financial Solutions Ltd and former Associate Planner at Reid & Associates Financial Solutions Ltd, he has extensive expertise in aligning financial disciplines and developing comprehensive financial plans tailored to individual needs. Kevin's educational background includes a BComm in Business from the University of Guelph and a Business Degree in Business/Commerce from Fanshawe College. He is skilled in utilizing financial planning software such as NaviPlan and collaborates with other professionals to provide holistic financial solutions to clients. Kevin emphasizes regular plan monitoring and adjustments to ensure clients' financial goals are met effectively.

Kevin Lavigne
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Location

Kelowna, British Columbia, Canada