The Kevin Bennett Group
Kevin Bennett
Wealth Planner
Mount Pearl, Newfoundland
About Kevin
Kevin has been involved in wealth creation and management since 1999 and has a strong personal commitment to his clients’ financial well-being in various Life Stages.
His priority is to build long-term relationships with my clients. As an active listener, he is proficient at developing strategies to achieve individual goals and objectives. Kevin provides excellent client service with a “client first” principle. His specialties are investment selection, risk management, retirement solutions, and tax-efficient options.
As an independent advisor, he has access to investment funds, segregated funds, life, critical illness and disability products from Canadian suppliers, which gives flexibility of choices and competitive cost structures.
Kevin graduated high school from Long Harbour and studied Business Law and Communication at Memorial. In 2020 he obtained his Professional Financial Advisor (PFA) designation. He continues to advance his educational and investment skills through PD courses, investment conferences, and consultations with industry experts.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Kevin Bennett Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Kevin provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Patrick Bellmore is the Portfolio Manager who advises and manages client investment accounts, while Kevin helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Kevin Bennett is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
kevin.bennett@optimize.ca
709-685-7185
Office Location
The Kevin Bennett Group
Patrick Bellmore
Portfolio Manager
Jane Qu
Wealth Planner