Our Team

Kevin Brugger, CFP®

Certified Financial Planner® professional

Kevin has over 25 years of experience in providing financial planning, retirement planning, tax and estate planning. To assist clients in setting and achieving their financial goals, Kevin offers both investment and life insurance solutions. He specializes in working with family farm and other small business owners. Kevin’s focus is on helping his clients make financial decisions that align with their principles, values and dreams.

Kevin is a Certified Financial Planning Professional, an exclusive designation awarded by the FPSC Financial Planners Standards Council, and a Partner in Brugger Wealth Management, his family’s long-standing financial services company.

Born and raised in Brandon, Kevin is a family man who enjoys a busy life with his wife and three daughters. He is an avid supporter of youth and local sports.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Carmi Wilson

Licensed Assistant

As a Licensed Assistant, Carmi provides significant support and assistance to Kevin in meeting all client needs.

Carmi has 12 years of experience in the financial services industry and completed the Canadian Investment Funds Course in 2006. Previously, she obtained Human Resources and Legal Assistant Diplomas.

Outside of work, Carmi enjoys spending time with family and friends, being involved in her son’s activities, and traveling.