Meet Kevin Goldsmith
CFP®, CFA, CLU®, B.A.
Managing Partner, Financial Planning Specialist
Kevin Goldsmith is a seasoned Financial Planner and Financial Analyst at HPG, having joined the team in 2000. With a Bachelor of Arts from the University of Windsor and a strong background in Accounting and Financial Analysis, Kevin has developed a wealth of knowledge and experience in the field.
What sets Kevin apart is his impressive list of designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU). These credentials are a testament to his expertise and unwavering dedication to his craft.
What Kevin enjoys most about his job is making a difference in clients' lives by helping them achieve their financial goals. He approaches each client with a personalized and client-centered approach, ensuring their financial security and success.
Overall, Kevin is a highly skilled and passionate professional who is committed to helping his clients achieve financial success. His exceptional expertise and dedication make him an essential asset to the HPG team.