Kevin EmpeyP.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.