Genn Family Board Member and CEO Kevin Algar, BA (Hons), JD, CIMA, CFP, CLU, CIM, TEP is passionate about helping Canadian families prudently manage their wealth.
With 33 years experience in the fields of tax, investment and estate planning, he provides premium, exclusive and independent professional wealth management services to Canadian families. Having participated in the preparation of hundreds of wealth plans, he possesses a tremendous knowledge base of what works and what doesn’t.
He has been an instructor and speaker on taxation and retirement planning topics to groups including the Canadian Bar Association, the Canadian Institute of Chartered Accountants, The Canadian Tax Foundation and the (former) Canadian Association of Financial Planners.
His education and credentials span the field of wealth management. He holds a BA (Honours) in psychology and is a Certified Financial Planner® certificant, with specialized training in a variety of areas. In the field of investment planning, he carries the Chartered Investment Manager® (CIM®) designation from the Canadian Securities Institute and the Certified Investment Management Analyst® (CIMA®) designation administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. In the fields of tax and estate planning, he has a law degree (Juris Doctor) from the University of Calgary, and is a Registered Trust and Estate Practitioner (TEP) and a Chartered Life Underwriter (CLU).
He loves golf and boating on the West Coast and lives with his family in Calgary.