Kevin Jones CFA, CFP
Investment Counsellor, Portfolio Manager, Private Wealth
Profile
Kevin provides tailored services to help high-net-worth clients, and their families achieve their financial goals. Working with the Private Wealth team, he brings a disciplined, research-driven approach to investment strategy, helping clients navigate complex markets with confidence.
Kevin joined Addenda Capital in 2025 and has over 25 years of experience in private wealth management and portfolio advisory services. He previously worked as a private wealth consultant at various global investment and insurance firms.
Kevin holds a Bachelor’s degree in Business Administration from Lakehead University. He also holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP).