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portrait of Kevin W Van Balen
FINANCIAL ADVISOR

Kevin W Van Balen

1200 Lambton Mall Road, Unit #4, Sarnia, ON N7S 5R6opens in a new window
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About Kevin

We do money differently for individuals, enterprise legacies, business owners and families working together to provide trustworthy advice to reach their financial goals. Working with Canadian and Canadian based investors, with insurance and financial industry experience we serve our clients' comprehensive wealth needs.

Be inspired to reach your goals and work together with our team to develop your plan towards your goals. I will put my investment and business acumen experience to work in order to build you a personalized financial strategy to fulfill what is important to your future.

Our office strives to listen to your values, your goals and lifestyle...

Focus Areas

  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Business owner considerations
  • Education savings strategies

Work History

  • Edward JonesNovember 2013 to Current

Education

  • Wayne State UnivMaster of Business Admin
  • University of WindsorBachelors

Team Members

  • Krista Banks
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(519) 542-0853

Fax

(866) 545-2646

Office Address

1200 Lambton Mall Road
Unit #4
Sarnia, ON N7S 5R6opens 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