Jon Kilfoyle, Cfa

Jon Kilfoyle, Cfa Email and Phone Number

President @ Independent Advisor Solutions
Winnipeg, MB, CA
Jon Kilfoyle, Cfa's Location
Winnipeg, Manitoba, Canada, Canada
Jon Kilfoyle, Cfa's Contact Details
About Jon Kilfoyle, Cfa

Talented and inspirational financial services executive with vast experience in wealth management, product development, advisor marketing and value creation.Partner to this country’s elite and entrepreneurial Investment Advisors to build, preserve and manage their clients’ wealth.

Jon Kilfoyle, Cfa's Current Company Details
Independent Advisor Solutions

Independent Advisor Solutions

View
President
Winnipeg, MB, CA
Website:
independentadvisorsolutions.ca
Employees:
14
Jon Kilfoyle, Cfa Work Experience Details
  • Independent Advisor Solutions
    President
    Independent Advisor Solutions
    Winnipeg, Mb, Ca
    View
  • Independent Advisor Solutions Inc.
    President
    Independent Advisor Solutions Inc. May 2024 - Present
    Winnipeg, Manitoba, Canada
  • Wellington-Altus
    Evp, Investment Solutions, Wellington-Altus Financial,
    Wellington-Altus Apr 2023 - Present
    Winnipeg, Manitoba, Canada
    View
  • Ig Wealth Management
    Senior Vice President
    Ig Wealth Management Nov 2017 - Apr 2023
    Winnipeg, Manitoba, Canada
    View
  • Rbc Dominion Securities
    Vice President
    Rbc Dominion Securities Mar 2017 - Nov 2017
    View
  • National Bank Financial
    Vice President And Regional Manager
    National Bank Financial Nov 2011 - Dec 2016
    Manitoba And Saskatchewan
    View
  • Wellington West
    Senior Vice President, Products & Marketing
    Wellington West Sep 2008 - Oct 2011
    View

Jon Kilfoyle, Cfa Skills

Jon Kilfoyle Wealth Management Product Development Value Creation Asset Management Succession Planning Investment Advisors Business Valuation Mutual Funds Equities Chartered Financial Analyst

Jon Kilfoyle, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Finance

Frequently Asked Questions about Jon Kilfoyle, Cfa

What company does Jon Kilfoyle, Cfa work for?

Jon Kilfoyle, Cfa works for Independent Advisor Solutions

What is Jon Kilfoyle, Cfa's role at the current company?

Jon Kilfoyle, Cfa's current role is President.

What is Jon Kilfoyle, Cfa's email address?

Jon Kilfoyle, Cfa's email address is jon.kilfoyle@ig.ca

What schools did Jon Kilfoyle, Cfa attend?

Jon Kilfoyle, Cfa attended Cfa Institute.

What skills is Jon Kilfoyle, Cfa known for?

Jon Kilfoyle, Cfa has skills like Jon Kilfoyle, Wealth Management, Product Development, Value Creation, Asset Management, Succession Planning, Investment Advisors, Business Valuation, Mutual Funds, Equities, Chartered Financial Analyst.

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