Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc Email & Phone Number

St. Catharines, Ontario, Canada

Experienced Certified Financial Planner® specializing in a broad range of areas including investment, tax, retirement and estate planning. I work with my clients to create a holistic and tailored plan based on their personal or business needs.Honored to be working with Sean Corcoran and his Partners established and professional team.

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

St Catharines, Ontario, Canada

St. Catharines, Ontario

- Working closely with our Members to create a holistic and tailored Financial Plan.- Meeting with our Members regularly to evolve their plan to ensure they are meeting their short and long term goals.- Providing investment advice based on Meridian's investment offering and Wealth Solutions.- Working with our partners in order to identify internal and external business development opportunities.- Providing consultation and education to branch employees. creating awareness of… Show more - Working closely with our Members to create a holistic and tailored Financial Plan.- Meeting with our Members regularly to evolve their plan to ensure they are meeting their short and long term goals.- Providing investment advice based on Meridian's investment offering and Wealth Solutions.- Working with our partners in order to identify internal and external business development opportunities.- Providing consultation and education to branch employees. creating awareness of Meridian's Wealth Offering.- Creating awareness of Meridian's Wealth Offering within the Niagara Community. Show less

Stoney Creek, On

- Understanding Personal & Small Business Members financial needs and providing appropriate advice and recommendations that fit their needs- Providing recommendations on many different Personal & Small Business credit products including: Mortgages, Loans, Lines of Credit and Credit Cards- Providing investment advice and recommendations based on Meridian's investment offerings and wealth solutions - Licensed Mutual Funds Investment Specialist - Providing Members with estate and… Show more - Understanding Personal & Small Business Members financial needs and providing appropriate advice and recommendations that fit their needs- Providing recommendations on many different Personal & Small Business credit products including: Mortgages, Loans, Lines of Credit and Credit Cards- Providing investment advice and recommendations based on Meridian's investment offerings and wealth solutions - Licensed Mutual Funds Investment Specialist - Providing Members with estate and retirement planning advice - Identifying and providing high quality referrals to Meridian's partners including: Retail Wealth, Small Business and Commercial- Responsible for balancing and processing daily work in accordance to standard compliance, audit and policies and procedures Show less

St. Catharines, Ontario

-Greeted customers and negotiated sales using strong communication skills in order to increase revenue-Increased knowledge on various topics such as sales, product information, Bell and Virgin Services, and current technologies to assist customers in making purchases and encourage repeat business-Resolved customer problems through customer service and troubleshooting techniques-Received a Personal Sales Excellence Award for having personal sales of $263,141 for fiscal 2009

Fonthill, Ontario

- Responsible for effectively utalizing financial tools to identify products and services for personal and non-personal clients, on a needs based approach- Trained and responsible for providing services and advice in many different areas including: basic banking products, investments, financial securities, mortgages, debt consolidation and other lending products, retirement planning, and estate planning- Contacting clients on a regular basis to discuss financial needs and offer… Show more - Responsible for effectively utalizing financial tools to identify products and services for personal and non-personal clients, on a needs based approach- Trained and responsible for providing services and advice in many different areas including: basic banking products, investments, financial securities, mortgages, debt consolidation and other lending products, retirement planning, and estate planning- Contacting clients on a regular basis to discuss financial needs and offer solutions - I have successfully completed an 18 week Financial Services Representative Development Program- Responsible for manager's duties when manager not present- Responsible for presenting a strong code of ethics while adhering to and protecting client privacy Show less

Fonthill, Ontario

- Demonstrated excellent customer service while processing day-to-day retail and business transactions in a fast paced environment.- Promoted financial products and services in order to better serve clients and achieve high quality referrals.- Trained and responsible for head teller duties when head teller is absent.- Responsible for presenting a strong code of ethics while adhering to and protecting client privacy.

Winsor, Ontario

- Part time contract employment-Conducted research and worked with management in designing the companies workplace violence and harassment policies and procedures-Conducted research and worked with management in designing the companies accessibility policy and plan-Created and executed presentations in order to effectively train a group of over twenty employees on policies and procedures

Hamilton, Ontario

-Created policies and procedures which prepared the company for a Workplace Safety Insurance Board Work Well Audit-Promoted the importance of health and safety in the workplace by designing and implementing health and safety policies and procedures-Designed and conducted training sessions to ensure management and employees were properly trained on all policies and procedures-Trained the health and safety committee on how to effectively perform monthly health and safety… Show more -Created policies and procedures which prepared the company for a Workplace Safety Insurance Board Work Well Audit-Promoted the importance of health and safety in the workplace by designing and implementing health and safety policies and procedures-Designed and conducted training sessions to ensure management and employees were properly trained on all policies and procedures-Trained the health and safety committee on how to effectively perform monthly health and safety inspections-Trained all employees on Work Hazardous Materials Information System-Performed a waste reduction audit for the companies largest supplier Show less

Hamilton, Ontario

-Conducted research and assessed the company's needs in order to effectively design and implement the company's human resources policies and procedures-Trained management on how to effectively implement the polices and procedures in the workplace

Bachelor Of Business Administration (Honours), Concentration In Finance

Activities and Societies: Member of Brock Universities Finance and Investment Group

Batchlor Of Business Administration