fbpx Kevin Murphy | Advisorsavvy
Change your cover photo
kevin_murphy
Change your cover photo
Kevin Murphy

Portfolio ManagerScotia Wealth ManagementToronto, Ontario

Kevin manages private client, estate, trust and corporate assets at Private Investment Counsel. He provides a customized discretionary portfolio management service for clients looking for a conservative, disciplined investment philosophy. Kevin joined Scotiabank in 2012, servicing affluent individuals and institutional clients as a Senior Associate and Investment Advisor with ScotiaMcLeod.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CIM®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Security Stock
Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor