Place Category: Edmonton
Kyle has 17 years of financial services experience, with a focus on listening and understanding his clients unique needs to create custom solutions and strategies that will help them achieve their financial goals. He specializes and has extensive experience working with business owners and incorporated professionals in areas of tax planning, buy/sell agreements, and succession planning. He is a graduate of the Bachelor of Commerce program at the University of Alberta and provides ongoing financial education and advice to the Medical and Dentistry faculties and residents at the University. Kyle is married and has two pre-teen boys who keep him busy with their basketball, lacrosse, scouts, and many other activities. Kyle’s other hobbies and interests include golf and real estate investing.
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