Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ
AeroLeads people directory · profile

Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ Email & Phone Number

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
Location: Kingston, Ontario, Canada 7 work roles 3 schools
1 work email found @alignedcapitalpartners.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@alignedcapitalpartners.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Aligned Capital Partners
Role
An 'INDEPENDENT FINANCIAL ADVISER'. Senior Financial Consultant: Specializing in holistic & proactive wealth management in the Kingston/Belleville area, with over 35 years of experience.
Location
Kingston, Ontario, Canada
Company size
216 employees

Who is Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

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 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.

Company email context

Email format at Aligned Capital Partners

This section adds company-level context without repeating Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's masked contact details.

*@alignedcapitalpartners.com
71% confidence

AeroLeads found 1 current-domain work email signal for Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Current workplace

Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ's current company

Company context helps verify the profile and gives searchers a useful next step.

Aligned Capital Partners
Aligned Capital Partners
An 'INDEPENDENT FINANCIAL ADVISER'. Senior Financial Consultant: Specializing in holistic & proactive wealth management in the Kingston/Belleville area, with over 35 years of experience.
burlington, ontario, canada
Website
alignedcapitalpartners.com
Employees
216
AeroLeads page
Company profile
View company profile Email format
7 roles · 41 years

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

Ipc Securities Corporation

Kingston, Ontario

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 provide a comprehensive and consultative approach to help you feel confident about how your money is being managed. Since 1969, I have been keeping up-to-date on various ever-changing taxation issues to ensure that my clients are able to minimize their personal and corporate taxes. I also have a designation as a Registered Retired Consultant and have specialized in retirement strategies for many years, including eight years working for a major bank and oversaw retirement services for over 18 branches.My process starts with a meeting where we see if we are a suitable fit for one another. We discuss your goals for the future, and I take a look at all aspects of your financial portfolio, including your taxes and your investments to personalize your entire financial plan.Your plan may include aspects of:• 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:• RRC (Registered Retired Consultant®) • CFP (Certified Financial Planner)• CIM (Chartered Investment Manager)• FCSI (Fellow of the Canadian Securities Institute)• B.A. Queen's EconomicsAs a part of the IPC Security Organization, I offer truly independent, unbiased, investment products without compromising on the breadth of products.I also have access to managed portfolios using sophisticated discretionary management solutions through IPC Private Wealth.

Feb 2015 - Mar 2020

Senior Investment Advisor

Yourcfo Advisory Group Inc.

Kingston, Ontario And Belleville, Ontario Region

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.

Jul 2010 - Feb 2015

Senior Financial Consultant

Md Management

Kingston And Belleville

At MD Management, I was a Senior Financial Consultant specializing in financial planning for medical doctors and their families.

Apr 2002 - Jul 2010

Retirement Specialist

Cibc

Belleville - Kingston - Brockville

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.

Sep 1992 - Oct 2000

Financial Consultant

Merrill Lynch Canada

Kingston

As a Financial Consultant at Merrill Lynch Canada, I provided guidance and consultations for a full range of financial services and investment products.

1989 - 1991 ~2 yrs

Account Executive

Walwyn Stodgell Cochran Murray Investment Securities

Kingston

At Walwyn Stodgell, I worked closely with my clients to help them with financial planning and a wide array of investments.

1986 - 1989 ~3 yrs
Team & coworkers

Colleagues at Aligned Capital Partners

Other employees you can reach at alignedcapitalpartners.com. View company contacts for 216 employees →

CC Catherine Craig Catherine Craig Colleague at Aligned Capital PartnersCanada View → MB Mark Bursic Mark Bursic Colleague at Aligned Capital PartnersOakville, Ontario, Canada View → JM Joeluc Melatti Joeluc Melatti Colleague at Aligned Capital PartnersAncaster, Ontario, Canada View → AY Adam Young Adam Young Colleague at Aligned Capital PartnersCanada View → RN Rafeh Naseem Rafeh Naseem Colleague at Aligned Capital PartnersToronto, Ontario, Canada View → CF Carl Fraser Carl Fraser Colleague at Aligned Capital PartnersAncaster, Ontario, Canada View → GH Gord Henderson Gord Henderson Colleague at Aligned Capital PartnersNiagara Falls, Ontario, Canada View → MW Mista Wellz Mista Wellz Colleague at Aligned Capital PartnersMontreal, Quebec, Canada View → JS John Stocking Cim® Ciwm Pfp John Stocking Cim® Ciwm Pfp Colleague at Aligned Capital PartnersToronto, Ontario, Canada View → MM Mark Matsumoto Mark Matsumoto Colleague at Aligned Capital PartnersOshawa, Ontario, Canada View →
3 education records

Henry Kauf, Cfp®, Rrc, Cim, Fcsi, B. Econ education

Education record

Kcvi, Kingston

Education record

Regiopolis Notre Dame High School
FAQ

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 Catherine Craig, Mark Bursic, Joeluc Melatti, Adam Young, and Rafeh Naseem.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.