Travis Kidson, B.Sc, CFP®, CIM®
Partner | Beacon Wealth
Portfolio Manager
iA Private Wealth
Insurance Advisor
iA Private Wealth Insurance Agency
Travis grew up in Ontario and earned a bachelor’s degree in Genetics at the University of Western Ontario. His analytical and critical thinking skills, along with his desire to work with and help people led him to the financial industry. Travis became a financial advisor in 2011 and has since gained a Certified Financial Planners (CFP®) and Chartered Investment Manager (CIM®) designations. In an ever-changing financial world, Travis believes it is vitally important to stay on top of his skill set. He is process driven and incorporates this philosophy when building financial plans and monitoring and changing the investment models. Understanding the needs, objectives, and risks of his clients helps determine strategies he suggests – rarely are two families ever the same.
Beyond his work, Travis is quite active in outdoor activities and enjoys volleyball, tennis, golf, snowboarding, and hiking. He recently received his CANSail level 1 certificate and plans on sailing more in the future. Travis strives to live a balanced life and finds these activities help contribute to his overall health, well-being, and a clear mind when back in the office.
Travis and his wife Kristen both grew up with cats, and they adopted Ellie from the Cat Cafe in Vancouver back in 2016. They tend to enjoy some of the local restaurants in town and have recently started to learn more on wine, receiving their level 2 Wine and Spirit Education Trust (WSET) certification. During their time off, they tend to travel as much as they can. Enjoying many of the beautiful areas BC has to offer and going abroad to experience lifestyles, cultures, and food of different countries.