I am passionate about helping families focus on what is most important to them. Financial planning is all about giving you control so that you can feel secure and informed. We are here to partner with busy successful families to take special care of their long term vision so that they can enjoy their active lifestyle with confidence knowing that their long term goals are at the centre of everything we do.
I am a father of 4, married to my amazing wife Erin of 15 years. We have been residents of northwest Calgary for the last 35 years and love being active in the community and the outdoors in our beautiful city at the base of the majestic Rocky Mountains.
I partnered with Edward Jones 13 years ago because I love working with a company that truly has clients’ best interests at heart. This is evidenced by the JD Power survey results that rank Edward Jones #1 in investor satisfaction among full service brokerages for the last 7 years in a row.* That consistent result does not come by accident but by the continued focus on doing what is right for our clients. It is built into our culture and our corporate structure as well as our research and products we offer.
I’m thrilled about the opportunity to understand your goals and partner with you to help you achieve what is most important to you.
* Edward Jones received the highest score in the J.D. Power 2013-2019 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards
My Personal Interests
- Mountain Biking
Phone NumberKevin Baer at (403) 217-9597
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