portrait of Kevin Baer

About Kevin

I am passionate about helping families focus on what is most important to them.

Financial strategy 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 four, married to my amazing wife, Erin, of 19 years. We have been residents of northwest Calgary for the last 38 years and love being active...

Work History

  • Edward JonesOctober 2006 to Current

Education

  • University of CalgaryBachelor of Science

Personal Interests

  • Aviation
  • Backpacking
  • Astronomy
  • Mountain Biking
  • Skiing

Team Members

  • Barbara Jacobson
    Branch Office Administrator
  • Kirsten Mentz
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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