Kevin Kirkwood

I have spent more than thirty years working inside Canadian investment firms, across portfolio management, compliance, operations, and senior leadership roles.

That experience includes:

• Direct regulatory interaction
• Investment decision-making accountability
• Organizational design and compensation
• Growth, restructuring, and succession exposure

I have seen competent firms struggle—not from lack of intelligence, but from misunderstood risk.

This advisory practice exists to help others avoid learning the same lessons unnecessarily.

Credentials

• CFA, MBA
• Senior leadership experience
• Deep regulatory and operational exposure