Kevin P. Empey, P.Eng., CFP®, EPC, CEA

Certified Financial Planner®

Kevin P. Empey is an independent Certified Financial Planner® with Investment Planning Counsel. He has been helping individuals, families, and business owners achieve their financial goals since 1999. Kevin undertakes a thorough and specialized approach to the development and implementation of comprehensive financial plans for his clients. 

Prior to joining Investment Planning Counsel, Kevin was a Professional Civil Engineer in Ottawa, Ontario. He has integrated the same precision, problem-solving, and analytical attributes into his financial planning practice. 

Kevin continues to commit himself to maintaining long-term client relationships to help each client reach their financial goals.   

Specializes in:

  • Elder and Estate Planning 
  • Retirement, Tax, and Portfolio Planning 
  • Life and Disability Insurance 
  • Critical Illness and Long Term Care Insurance 
  • Mutual Funds, Segregated Funds, GICs, and Annuities 
  • Group RRSPs and DPSPs 
  • Educational Planning – RESPs and Trust Accounts 
  • Individual Pension Plans (IPP) 
  • Retirement Compensation Arrangements (RCA) 
  • Extended Health, Dental, and Travel Insurance 
  • Registered Disability Savings Plans

Credentials: 

  • Branch Manager 
  • Elder Planning Counselor 
  • Certified Financial Planner 
  • Certified Executor Advisor 
  • Canadian Investment Funds Course 
  • Canadian Securities Course, Honours 
  • Conduct and Practice Course, Honours 
  • Life and Disability Insurance, Level I & II 
  • Bachelor of Applied Science, Civil Engineering

Kevin continuously upgrades his skills on various financial topics including tax and estate planning.

 

Insurance products available through Kevin P. Empey.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.