top of page

Which institution do you want to know more about?

Kevin has partnerships in place with many different Private Banks, various Life Companies, Investment Platforms and Brokerage Accounts across multiple jurisdictions. Each of the below institutions has their own list of Pro's and Con's depending on your situation. 

The information provided on each institution is not financial advice and you are encouraged to speak with a qualified financial adviser to discuss which of these may be best suited to you. 

RL360
Hansard
Ardan International
Zurich
Utmost
Generali
Novia Global
Zurich
FPI
Investors Trust
Interactive Brokers
Morningstar / Praemium
"Professional and clear advice..."
"I had a very good experience with Kevin. He was clear, professional, patient and transparent in explaining all the positives and negatives of various options. He also explained in detail the application process, portfolio management and all associated fees. The application process was easy. The paperwork was fully explained, and Kevin and his team were always supportive."

Cristina

bottom of page