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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.

Highlights

Sep 10 · linkedin

I have office space and parking coming available for October 1st. If you or someone you know need space downtown please share and pass along my information. Thanks. 250.860.6464

Feb 5 · linkedin

These are some scary numbers but the positive side is that the medical profession is making great advances too.

You can protect yourself with a Critical Illness Policy that also has a rider to get all your money back if you never use the policy.

It's great for forced savings or if you need the policy you won't need to worry about finances while recovering. There is no downside to this benefit.

Contact us if you want more info 250.860.6464

https://lnkd.in/gj7JSAc

Kevin Lavigne
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Location

Kelowna, British Columbia, Canada