Experience

A Principal in our Toronto office, Kevin joined Eckler in 2013.  He has over ten years of industry experience and delivers services to Eckler’s pension, foundation, endowment and trust clients across Canada. He advises clients in the areas of investment policy development and implementation, investment performance monitoring, and education on a wide range of investment topics.

In addition to his investment consulting responsibilities, Kevin also leads Eckler’s private debt and private equity research. He is actively involved in each investment manager search for these asset classes and is frequently brought in to provide subject matter expertise.

Kevin has a Bachelor of Commerce Co-op degree from Dalhousie University with a major in Finance. He has also earned his Chartered Financial Analyst (CFA) designation.

Areas of Expertise

  • Defined benefit pension plans
  • Multi-employer pension plans
  • Endowments and Foundations
  • Employee life and health trusts
  • Private debt
  • Private equity
  • Performance monitoring
  • Investment policy development
  • Risk management
  • Governance

Professional Qualifications

Professional Qualifications
  • Dalhousie University – Bachelor of Commerce Co-op (Major in Finance)
  • Chartered Financial Analyst (CFA)
  • Canadian Securities Course

Thought Leadership

Taking a longer-term approach to private equity
Benefits Canada – July 2019

Personal

Kevin is an active volunteer with the Alzheimer Society of Toronto. As an Ambassador for their Young Leaders Collective, he supports fundraising efforts, research initiatives, and advocacy for the Society.