Kyle has been with National Bank Financial since 2005, and joined the KM Advisory Group in 2006. Kyle received his Bachelor of Science degree with Specialization in Mathematics and Finance, with Distinction, at the University of Alberta. He has subsequently received the Canadian Investment Manager and Derivatives Market Specialist designations. Kyle also completed the globally recognized Chartered Financial Analyst program in 2012.
Kyle is a registered Portfolio Manager able to offer discretionary portfolio management services to clients of the KM Advisory Group. Portfolio Managers are held to the highest standard within the investment industry in Canada with a fiduciary duty to act in the best interests of clients. As a portfolio manager, Kyle can handle all the necessary decisions involved in the day-to-day portfolio management based on an agreed Investment Policy mandate.
Kyle is also an associate member of the Edmonton Executive Association.