Kevin LavigneFinancial Advisor
Kevin has been in the Financial Services Industry for over a decade now and started his career with a large financial institution back in Ontario. In 2013 he joined Reid & Associates Financial Solutions and learned a more in depth Financial Planning process.
With Kevin’s hard work and dedication to client’s financial goals he was able to take over the company and changed the name to Plan First Financial Solutions at the end of 2017. Kevin continues to manage and maintain his own private practice with an unwavering commitment to building and protecting client’s assets.
Kevin works with individuals, families and businesses to ensure all of their goals are aligned and are achieved efficiently. He is best known for creating detailed plans for the transfer or generational wealth.
Kevin, his wife and two daughters enjoy an active Okanagan lifestyle by participating in a variety of outdoor and cultural activities. They appreciate the amazing food, wine and lively culture of Kelowna.