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Kevin Ballantyne, BBA, CBEC, CPA, CA

Financial Associate

Kevin Ballantyne is a proud husband and father of two children. He and his wife, Leslie lived in Kitchener, Ontario for many years and in 2022 moved to Northern Ontario with their son to live outside of the big cities and get closer to nature.

Kevin is a Chartered Professional Accountant and Certified Business Exit Consultant who has been helping small and medium sized businesses and their owners to increase profits, maximize shareholder value and prepare them for transition out of their business for the past 12 years.

With this experience, he could see that Business Owners needed help with properly managing risk, making appropriate investments, and obtaining the tools they need to plan their transition. With that and building on his past experience as an Investment Advisor, Kevin obtained his Life Insurance license and joined Experior Financial so he could better meet the needs of Business owners, their loved ones, and many others.

Kevin is also President, Business and Transition Advisor with Copious Insights. He helps Business Owners meet their goals of growing their business, making their business less dependent on them, and preparing their business for sale or transition while improving their business’s financial performance. Check out the website Here

Here are some assessments specifically for business owners. The information obtained is kept confidential:

  1. Business Exit Readiness Index(TM)
  2. Owner Dependence Index(TM)
  3. Growth Planning Index(TM)

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