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As a Managing Partner at SBW Wealth Management, Kenneth specializes in financial planning and helps clients navigate their financial futures with confidence. As a Portfolio Manager with Q Wealth Partners, he provides investment management expertise, focusing on portfolio strategy and wealth preservation.
With over a decade of experience in the financial industry across Canada and the UK, Kenneth has held key roles in wealth and asset management. Most recently, he served as Vice President at a global asset management firm, refining his expertise in investment strategy and portfolio construction. Kenneth holds an MBA from Dalhousie University and a BBA in Finance from Cape Breton University—where he played for the nationally ranked men’s basketball team. He also holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.
Believing financial planning is about answering the question, “Are we okay?” he prioritizes clear communication, active listening, and long-term security for pre-retirees, retirees, and business owners. Born and raised in Cape Breton, Kenneth now lives with his wife and son in Fall River, Nova Scotia. He enjoys staying active, playing basketball, and spending time outdoors.
