About Kevin

I help you build a resilient life and business

Kevin Ballantyne

Meet Kevin Ballantyne, BBA, DMA, CBEC, CPA, CA

Helping people protect what they’ve built—and grow the freedom it creates.

I work in two tightly connected ways:

  • Insurance & Investments (Ontario): I help families and business owners build a portable safety net and long-term plan—so a health surprise or market wobble doesn’t derail your goals.

  • Copious Insights (Global): I advise owners worldwide as a part-time CFO and business advisor, run programs like Freedom Through Value, and wrote From Job to Asset, a practical guide to building a business that runs without you.

Choose your path:
[Insurance & Investments (Ontario)] [Copious Insights (Global)]

Freedom through value

Across finance and operations, my focus is simple: turn effort into durable value—and convert that value into freedom for you and your family. That could mean plugging short-term risk gaps, clarifying a retirement or legacy plan, cleaning up financial systems, or designing a business that runs smoothly without you.

Path A — Insurance & Investments (Ontario)

What I help you solve

  • The first 30–90 days after an accident or major illness (cash flow, travel/caregiver time, bills that don’t pause)

  • Long-term resilience (portability beyond employer plans, retirement and legacy protection)

  • Clarity: what you already have vs. what’s still exposed

How we’ll work together

  1. 3-Minute Financial First Responder Checklist — quick self-audit (no login) – CLICK HERE

  2. Protection Review (30–40 min) — a confidential Needs Analysis to map risks, timelines, budget, and objectives.

  3. Implement only if suitable — plain-language recommendations; we keep paperwork light and explanations clear.

  4. Review & adapt — life changes; your plan should too.

Get started:
[Take the Checklist] [Book a Protection Review]

Compliance snapshot (Ontario only):

  • Licensed Life & Accident & Sickness Insurance Agent (Ontario)

  • I do not use FSRA-protected titles “Financial Advisor/Planner” unless credentialed

  • Insurers I represent and how I’m paid (commissions; occasional non-client-specific incentives that don’t increase your premium) are disclosed here: [Insurer Disclosure]

  • Privacy: I only share data as needed with my MGA/insurers to quote, underwrite, and service your policy. [Privacy Policy]

  • This section is educational. Suitability and eligibility are confirmed only after a confidential Needs Analysis. Services available to Ontario residents.

Path B — Copious Insights (Global Advisory)

Who I help
Owners who want a business that’s easier to run, grows predictably, and is ready for transition or sale.

How I help

  • Part-Time CFO / Financial Ops: cash visibility, margins, dashboards that drive decisions

  • Business Advisory: simplifying processes, building a leadership bench, owner time-freedom

  • Freedom Through Value™ Program: comprehensive experience to help business owners and leadership teams to grow, optimize, and transition their business effectively. Click Here to learn more.

  • Education: I teach a finance course for owners and publish frameworks/tools

  • The Book — From Job to Asset: your roadmap to building a self-running company

Signature frameworks

Explore Copious Insights:
[Visit Copious Insights] [Learn about From Job to Asset]

Global availability: Advisory, programs, and the book are available to owners worldwide (delivered virtually or on-site by arrangement).

About Kevin (the human bit)

I’ve spent my career at the intersection of finance and operations—as a business advisor, part-time CFO for SMBs, and an educator. I like plain English and practical tools. I live in Northern Ontario and recharge outdoors—camping, hiking, boating, skiing, snowmobiling, swimming, biking. My work has one aim: help owners convert the value they’ve built into the freedom they deserve.

Credibility & trust

  • Licensed Life & A&S Insurance Agent (Ontario) —[Verify my FSRA license]

  • Financial Resilience Specialist (descriptor only; see Insurer Disclosure)

  • Founder, Copious Insights Inc. and Freedom Through Value™ Program

  • Author, From Job to Asset (publishing soon)

  • Finance course instructor for business owners

  • Media/podcasts & speaking (by request)

Ready to take the next step?

For Ontario families & business owners:
[Book a Protection Review] [Take the Checklist]

For global advisory / Copious Insights:
[Explore Programs] [Contact for a Strategy Call]

Ontario insurance & investments services: Educational content only; recommendations provided after a confidential Needs Analysis and subject to insurer underwriting and suitability. Ontario residents. See: [Insurer Disclosure] • [Privacy Policy].

Copious Insights advisory services: Management consulting/education for business owners worldwide; not insurance or licensed securities advice.