Kyle brings a wealth of knowledge and expertise to our clients. One of the ways that he provides value is by helping them navigate major and sometimes complex life transitions, such as retirement, a business sale, a death of a spouse, or divorce.
We help our clients understand their options and make informed decisions that align with their goals and values. We also help clients navigate the tax implications of retirement and make strategic investment decisions that help them achieve their long-term financial objectives. The precision, strategy, and focus behind the scenes translates to measurable results.
Kyle is as a professional portfolio manager with over 30 years of experience who balances work and play. He has a strong work ethic and appreciates the importance of family. Kyle is a native Calgarian who has 3 beautiful daughters. He enjoys spending time outdoors and is an avid golfer.
