CIM, Level 3 CFA Candidate
Financial Advisor, Toronto
Kyle is motivated by providing an exceptional client experience and is proud of the trusted relationships it fosters.
As a member of the NWM Planning Team in Toronto, Kyle leads business owners, high net worth individuals, and affluent families through an integrated wealth planning process. He helps his clients to understand the complexities of their current situation in order to effectively uncover opportunities and potential challenges ahead.
Kyle began working with entrepreneurs of private owner-managed companies in 2009, gaining broad technical knowledge in investment management, taxation, financial planning, and estate planning. He specializes in building financial plans that ensure client risk exposure is consistent with their goals, and is committed to the philosophy that families require an institutional approach to investment management that involves more than a typical asset allocation of stocks and bonds.
Kyle holds a Bachelor of Commerce in Finance from Saint Mary’s University, the Chartered Investment Manager (CIM®) designation, and has also earned a Certificate in Estate Planning & Trust Strategy. He is a member of the Chartered Financial Analyst (CFA) Program as a Level 3 Candidate and is therefore accountable to the CFA Standards and Code of Ethics.
When outside of the office, he can be found sailing, playing hockey on Toronto’s outdoor rinks, or trying to make a difference in his community as a member of St. Michael’s Hospital Foundation Young Leaders. Kyle’s accent and friendly demeanor can be proudly traced back to his hometown of Halifax, Nova Scotia.
Question & Answers
Best concert ever attended?
Blue Rodeo at the iconic Massey Hall.
Best book to read on a long flight?
The Richest Man in Babylon – simple lessons in financial wisdom, originally published in 1926 and still relevant today.
Everything at Giancarlo Trattoria, North of Brooklyn Pizza, and Dim Sum.
Words my father taught me:
“There is no substitute for hard work.”
I can’t live with out my…
Toronto media coverage of the Maple Leafs.