Kevin Tomlinson CPA(Ret), CGA(Ret), CFP(Ret)

Semi-Retired - President / Managing Director Nova Lake Management. Lending my experiences and business knowledge as a volunteer to local community organizations

Peterborough, Ontario, Canada

About

Provided contract services such as tax consulting, tax preparation or financial controllership

Experience

  • Principal at Nova Lake Management
    Jan 2020 - Present · 6 yrs 6 mos

    Contract accounting, controllership, tax consulting

  • Investors Group Financial Services Inc. (7 yrs 9 mos)
    • Senior Financial Consultant
      Nov 2017 - Jan 2020 · 2 yrs 3 mos

      Helping each client achieve their personal financial goals!

    • Division Director - Lindsay & Kawartha Lakes
      May 2012 - Nov 2017 · 5 yrs 7 mos

      Helping each client and Consultant achieve their personal financial goals!

  • Investors Group Financial Services Inc (5 yrs 6 mos)
    • Division Director / Sr. Financial Consultant - Bedford NS
      Nov 2011 - May 2012 · 7 mos

      Helping each client and Consultant achieve their personal financial goals!

    • Regional Director - Dartmouth NS
      Dec 2006 - Nov 2011 · 5 yrs

      Build brand name and awareness in Nova Scotia (Dartmouth through Cape Breton Island) and help each Consultant achieve their personal financial goals!

  • Financial Consultant / Division Director - Whitby ON at Investors Group Financial Services Inc.
    Nov 1996 - Dec 2006 · 10 yrs 2 mos

    Helping each client and Consultant achieve their personal financial goals!

  • Senior Financial Analyst at Warner Lambert
    Feb 1990 - Nov 1996 · 6 yrs 10 mos

    Various Divisions (Consumer Goods, Schick, Parke Davis)