Kelvin joined Private Wealth and Estate services in 2012. Prior to joining the Private Wealth Estate Services, Kelvin held a variety of increasingly responsible positions in the investment industry since 2003. He has worked as an Account Manager and a Financial Planner for Schedule A banks.
Most recently Kelvin has worked as a Regional Sales Director for a large private Investment/Insurance firm. In 2006, Kelvin obtained the Chartered Financial Analyst, CFA, designation which is widely recognized as the top international financial analyst designation. As a Private Wealth Counsellor with Private Wealth and Estate Services, Kelvin provides assistance by delivering value-added services to a select group of affluent and corporate clients.