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Kevin O'Hagan, Financial Advisor

FINANCIAL ADVISOR
Kevin G O'Hagan

PFP®, CIWM, FMA
15566 Mcivor Boulevard S.E., Unit 507 Copperfield Corner, Calgary, AB T2Z 4Y2opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Employee stock options

About Kevin

We strive to be a well-recognized and highly-respected financial planning provider in our surrounding community, and work with clients who find value in receiving professional advice.

We help you determine where you are going with your money and bring confidence that you will continue living a fulfilling life with that money.

We provide financial planning advice for families who have built a stable financial foundation and want to take the next strategic step with their financial future. Clients who have chosen to work with us are professionals, business owners, senior managers and pre and post retirees.

The story begins with you and your...

Work History

  • Edward JonesSeptember 2015 to Current

Education

  • University of LethbridgeBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Personal Fitness
  • Volunteering

Team Members

  • Astha Gulati
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:30PM
Wed 09:30AM - 04:30PM
Thu 09:30AM - 04:30PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(403) 280-2399

Fax

(877) 335-9158

Office Address

15566 Mcivor Boulevard S.E.
Unit 507 Copperfield Corner
Calgary, AB T2Z 4Y2opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More