Kevin Halkyard - Navigator Wealth Management - Calgary, Alberta

Financial Advisor
kevin.halkyard@raymondjames.ca
587-429-9690

Kevin Halkyard understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. As a Financial Advisor with Navigator Wealth Management of Raymond James located in Calgary, AB, he puts his clients - and their needs - first.

Before joining Raymond James as a Financial Advisor, Kevin worked as a financial advisor at another financial services firm for over 15 years.

Kevin graduated from the University of Regina in 1990 with a Bachelor of Arts, majoring in Economics. He additionally completed his Diploma of Associate in Administration in 1995. A firm believer in continuing education, Kevin has enhanced his experience bycompleting: the Certified Financial Planner (CFP) designation in 2000, Chartered Life Underwriter (CLU) designation in 2004, Financial Management Advisor (FMA) designation in 2007 and Certified Health Insurance Specialist (CHS) in 2013.

Offering a wide range of investment services, Kevin is committed to helping you achieve your financial goals. Specializing in retirement income, risk management and estate planning strategies, he works with clients to design investment portfolios to meet their individual needs. Kevin offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include a wide variety of both investment and risk management solutions. Whether you need to save for retirement, generate income in retirement or require estate planning advice, Kevin will put you - and your needs - first.

WHY WORK WITH A CFP^®

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP^® certification marks.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP^® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP^® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP^® certification marks.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Kevin Halkyard, CFP®, CLU, FMA

Kevin Halkyard, CFP^®, CLU, FMA