Kevin Purnell

Kevin Purnell is an experienced financial professional with a diverse background in wealth management and insurance. Currently serving as a Financial Planner at Carte Wealth Management Inc. since August 2019 and as an Executive Director at Experior Financial Group, Kevin specializes in mutual funds and life insurance products. Prior to these roles, Kevin worked as a Mutual Fund Representative at DeThomas Wealth Management and held various positions including Sales Manager at Canada Loyal Financial and Senior Marketing Director at WFG - World Financial Group. Kevin's career began as a Regional Vice President at Primerica, where responsibilities included mentoring and training sales teams. Kevin's education includes a focus on investment management from the Investment Funds Institute of Canada and studies at Brigham Young University - Idaho.