Kevin Sampson CFP®, RRC, CEA

Senior Financial Consultant

Kevin is a Senior Financial Consultant with over 25 years of professional experience in financial services. He uses his extensive knowledge in all areas of financial planning - Investment, Insurance, Retirement, Tax and Estate Planning - to develop comprehensive financial plans based on clients’ personal financial goals. Kevin has a talent for understanding clients’ personal life planning objectives and explaining how simple financial solutions can be used to achieve these personal goals and objectives, however complex the situation.

Kevin has a B. A degree from Carleton University where he established a Graduate Scholarship in Cognitive Science to financially support new students. His active professional designations are the CFP (CERTIFIED FINANCIAL PLANNER designation), RRC (Registered Retirement Consultant) and CEA (Certified Executor Advisor). His other areas of deep community interest and financial support are the National Arts Centre Foundation and the Ottawa Hospital Foundation.

Kevin and his wife Helene are active parishioners of Notre Dame Cathedral located walking distance from their home, where they enjoy the sounds of the church bells at various times of the day. Their lay ministry duties and Helene’s choir singing are another joyful way of giving back to their community. A few years ago Kevin and Helene joined the pickleball community at Britannia Yacht Club, taking on this widely popular new sport for fitness, fun and building new friendships.

Kevin and his team specialize in the Private Wealth Planning Experience ™ available only from IG Wealth Management.