Our 10th Year
Contact Press Gallery Newsletters Services Starting OutOur Team About Us Philosophy
FEATURED TOPICS
What is Wealth Management?
Investing 2010
Retirement 2010
Estate Planning 2010
Our Portfolio Makeovers
QUICK LINKS
KCM Brochure
Latest KCM Newsletter
Latest Media Article
Request Contact From Us
Request Our Newsletter
OUR TEAM
At KCM, we are committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention.

We focus on a select number of families to ensure the highest service. We work as a team to deliver the best service and value to our clients.

The KCM team is comprised of:

 

Adrian Mastracci

Adrian Mastracci
Portfolio Manager, MBA, R.F.P.

Adrian's expertise in the investment and financial advisory profession began in 1972. He graduated from General Motors Institute in 1971 and then attended the University of British Columbia, graduating with the MBA in 1972.

He has the Registered Financial Planner (R.F.P.) professional designation from the Institute of Advanced Financial Planners (IAFP), and is Portfolio Manager.

Adrian started KCM in the year 2000, applying sound strategies and practises to managing client wealth. Personally assisting clients in realizing their goals and becoming informed, long-term investors.

 


Graeme Egan

Graeme Egan
Portfolio Advisor, BA, CFP, R.F.P., CIM

Graeme joined KCM in 2009 after 21 progressive years with Canada’s largest fee-only comprehensive financial planning firm, having attained the position of Regional Vice President in the Vancouver office. Along with a B.A. in Economics from McMaster University, he earned the Certified Financial Planner (CFP), the Registered Financial Planner (R.F.P.) and the Canadian Investment Manager (CIM) designations.

His experience is in advising private clients and executives on all matters of wealth management, including personal financial planning and income tax planning. Graeme shares KCM’s passion for providing objective advice on a candid and comprehensive basis.