Kalev Vesik, CFP, RIS, BBA

Wealth Advisor
Vancity/Credential Securities

North Shore, Vancouver East

Contact
Phone 236.886.5034
kalev_Vesik@Vancity.com

As a Wealth Advisor, Kalev provides each of his members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 7 years of experience in the financial services industry, Kalev specializes in the planning and implementation of wealth management strategies including retirement and income planning, tax and estate planning, charitable giving, and education funding.

In addition to having his Bachelor of Business Administration (BBA) in Financial Services where he graduated with honours as the valedictorian, Kalev holds the Certified Financial Planner (CFP®) designation and is a Responsible Investment Specialist (RIS).

Kalev is firmly committed to long-term relationships with his members. He works with his members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. He takes great pride in his role as an Advisor and feels the biggest endorsement he can receive from a member is when they tell their friends and family about their positive experience.

Kalev can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, fee-based investment accounts, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, and fossil-fuel free investment options.