Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ Email & Phone Number
@alignedcapitalpartners.com
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Who is Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ? Overview
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Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ is listed as An 'INDEPENDENT FINANCIAL ADVISER'. Senior Financial Consultant: Specializing in holistic & proactive wealth management in the Kingston/Belleville area, with over 35 years of experience. at Aligned Capital Partners, a company with 216 employees, based in Kingston, Ontario, Canada. AeroLeads shows a work email signal at alignedcapitalpartners.com and a matched LinkedIn profile for Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ.
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ previously worked as Senior Financial Adviser at Aligned Capital Partners and Senior Financial Consultant at Ipc Securities Corporation. Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ holds B.A., Economics from Queen'S University.
Email format at Aligned Capital Partners
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AeroLeads found 1 current-domain work email signal for Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ. Compare company email patterns before reaching out.
About Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ
As a Senior Financial Consultant with over 35 years of experience, I strongly believe in the “Golden Rule”, which means "I TREAT OTHERS THE SAME WAY I WANT TO BE TREATED" I feel my strongest qualities are my transparency and my ethics. I provide holistic financial planning services for my clients, which means that I consider every financial decision as a part of a bigger whole. I’m proactively involved with my clients’ money management and provide one-on-one guidance to discuss various aspects of their wealth building strategy. I consider both the long-term and short-term effects of each decision and how they affect each person’s life’s goals. I began my journey as a ‘finance guy’ when I was 14 when I discovered how much I enjoyed completing tax returns. I love to be challenged by the complex and I like to proactively examine how each piece of your financial plan fits into the bigger picture of wealth management and retirement planning. I specialize in working with medical doctors and other high net worth individuals and families to ensure every money-related issue from their medical corporation’s tax strategies, estate planning, and wills, insurance options, are all well taken care of. Like a doctor who has to complete continuing education credits, I have an ongoing commitment reinvest in my education so I can be at the top of my game as I plan to still be working in this business for the next 15 years. I have various designations including the Certified Financial Planner® (CFP) and the Chartered Investment Manager (CIM). I have also received Registered Retired Consultant® (RRC), which provides me with a specialized expertise in retirement and estate planning. I am honoured to have built my firm on referrals, and am proud to know that my clients come to me for any money-related issues and they consider me to be both their trusted resource and their friend.Please connect with me at hkauf@alignedcp.com or 613 542-0326.
Listed skills include Investments, Retirement, Financial Planning, Wealth, and 36 others.
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's current company
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Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ work experience
A career timeline built from the work history available for this profile.
Senior Financial Consultant
- As a Senior Financial Consultant, my role is to be fully involved in your wealth management strategy and help you with ALL aspects of your financial life. I combine my years of experience with my extensive education to.
- Cash flow
- Portfolio management
- Retirement planning
- Tax and estate planning
- Personalized family wealth managementI’ve invested a great deal in my education and have acquired the following accreditations:
Senior Investment Advisor
YourCFO was acquired by IPC Securities in February 2015.At YourCFO, I provided independent, unbiased and personalized investment portfolios. I specialized in financial planning for medical doctors.
Senior Financial Consultant
At MD Management, I was a Senior Financial Consultant specializing in financial planning for medical doctors and their families.
Retirement Specialist
As a retirement specialist at CIBC, I focused on helping people plan for, and transition successfully into retirement.My expertise and specialization included providing guidance on retirement packages, pension plans and retirement taxation issues.
Financial Consultant
As a Financial Consultant at Merrill Lynch Canada, I provided guidance and consultations for a full range of financial services and investment products.
Account Executive
At Walwyn Stodgell, I worked closely with my clients to help them with financial planning and a wide array of investments.
Colleagues at Aligned Capital Partners
Other employees you can reach at alignedcapitalpartners.com. View company contacts for 216 employees →
Mark C. Hebert
Colleague at Aligned Capital Partners
Toronto, Ontario, Canada, Canada
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BP
Bryn Postma
Colleague at Aligned Capital Partners
Burlington, Ontario, Canada, Canada
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MZ
Maksymilian Ziolkowski
Colleague at Aligned Capital Partners
Burlington, Ontario, Canada, Canada
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KB
Kirk Brugger, Cfp
Colleague at Aligned Capital Partners
Brandon, Manitoba, Canada, Canada
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SL
Sydney Lemon
Colleague at Aligned Capital Partners
Canada, Canada
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JR
Jemma R.
Colleague at Aligned Capital Partners
Toronto, Ontario, Canada, Canada
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LQ
Liam Queh
Colleague at Aligned Capital Partners
Burlington, Ontario, Canada, Canada
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SC
Sarah Cassidy
Colleague at Aligned Capital Partners
Vancouver, British Columbia, Canada, Canada
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GK
Gabriel Knox
Colleague at Aligned Capital Partners
Calgary, Alberta, Canada, Canada
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JA
Javaria Arshad
Colleague at Aligned Capital Partners
Mississauga, Ontario, Canada, Canada
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Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ education
B.A., Economics
Education record
Education record
Frequently asked questions about Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ
Quick answers generated from the profile data available on this page.
What company does Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ work for?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ works for Aligned Capital Partners.
What is Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's role at Aligned Capital Partners?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ is listed as An 'INDEPENDENT FINANCIAL ADVISER'. Senior Financial Consultant: Specializing in holistic & proactive wealth management in the Kingston/Belleville area, with over 35 years of experience. at Aligned Capital Partners.
What is Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's email address?
AeroLeads has found 1 work email signal at @alignedcapitalpartners.com for Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ at Aligned Capital Partners.
Where is Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ based?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ is based in Kingston, Ontario, Canada while working with Aligned Capital Partners.
What companies has Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ worked for?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ has worked for Aligned Capital Partners, Ipc Securities Corporation, Yourcfo Advisory Group Inc., Md Management, and Cibc.
Who are Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's colleagues at Aligned Capital Partners?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's colleagues at Aligned Capital Partners include Mark C. Hebert, Bryn Postma, Maksymilian Ziolkowski, Kirk Brugger, Cfp, and Sydney Lemon.
How can I contact Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ?
You can use AeroLeads to view verified contact signals for Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ at Aligned Capital Partners, including work email, phone, and LinkedIn data when available.
What schools did Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ attend?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ holds B.A., Economics from Queen'S University.
What skills is Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ known for?
Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ is listed with skills including Investments, Retirement, Financial Planning, Wealth, Financial Advisory, Strategic Financial Planning, Retirement Planning, and Tax.
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