Kevin Parton

Vancouver

VELA Wealth

Verified Member of FPAC

Mortgage Licensed

Insurance Licensed

Member Bio

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Contact Kevin Parton

Specializations

Corporate Financial Planning

Corporate Insurance Planning

Corporate Tax Planning

Crossborder Planning (US/Canada)

Financial Planning

Insurance Planning

Investment Management

Portfolio Management

Retirement Income Planning

Tax Planning

Designation(s)

CFP (Canada)

CLU

Compensation Models

Insurance Commission

Fee Only - Retainer Based

Fee Only - Flat Fee/Project Based

Fee based (AUM)

Professional Associations

No items found.

Education

Some Post Secondary

Assets Under Management

100,000,000-250,000,000

Practice Size

11 to 25

Investment License

ICPM

Provinces Licensed (Investment)

Alberta

British Columbia

Manitoba

New Brunswick

Newfoundland and Labrador

Northwest Territories

Nova Scotia

Nunavut

Ontario

Prince Edward Island

Quebec

Saskatchewan

Yukon

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