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Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc is listed as CERTIFIED FINANCIAL PLANNER® at CI Assante Wealth Management | A Personal Approach to Financial Peace of Mind at CI Assante Wealth Management, a company with 961 employees, based in St. Catharines, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc previously worked as CERTIFIED FINANCIAL PLANNER® at Ci Assante Wealth Management and Senior Financial Planner at Aviso. Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc holds Bachelor Of Business Administration (Honours), Concentration In Finance from Brock University.
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Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc is a CERTIFIED FINANCIAL PLANNER® at CI Assante Wealth Management | A Personal Approach to Financial Peace of Mind at CI Assante Wealth Management. Colleagues describe them as "Kyle is a mature, success driven, career oriented individual that consistently over achieves any goal set out for him. Kyle's customer service skills came natural to him, allowing him to consistently be a top performer on my team. Kyle was a pleasure to train and it was very rewarding to see his results grow along side his eagerness to learn. Kyle will have a positive impact on any workplace that is looking for a determined, success driven individual to fill it's future needs… Show more" and "Kyle is very punctual, dtailed work ethics and trustworthy, excellent time managemnt, good trainer, he developed and implemented most of our company health and safety policies and prcedures."
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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
- 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.
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.
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.
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.
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.
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.
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.
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
Other employees you can reach at assante.com. View company contacts for 961 employees →
Jen Kathler
Colleague at Ci Assante Wealth Management
Winnipeg, Manitoba, Canada, Canada
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ND
Nick Ducharme, Cfa
Colleague at Ci Assante Wealth Management
Montreal, Quebec, Canada, Canada
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VF
Valérie Forget
Colleague at Ci Assante Wealth Management
Dorval, Quebec, Canada, Canada
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PD
Pascale Despeignes
Colleague at Ci Assante Wealth Management
Brossard, Quebec, Canada, Canada
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KK
Kristen Kahles
Colleague at Ci Assante Wealth Management
Waterloo, Ontario, Canada, Canada
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RN
Ryan Napier, Cfp®, Cim®
Colleague at Ci Assante Wealth Management
Mississauga, Ontario, Canada, Canada
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GD
Garrett Dobson, Cfpⓡ
Colleague at Ci Assante Wealth Management
Terrace, British Columbia, Canada, Canada
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KK
Kathy Kutchcoski
Colleague at Ci Assante Wealth Management
Hamilton, Ontario, Canada, Canada
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JC
Joshua Cavanagh
Colleague at Ci Assante Wealth Management
Ancaster, Ontario, Canada, Canada
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PG
Pushpit Grover
Colleague at Ci Assante Wealth Management
Toronto, Ontario, Canada, Canada
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Activities and Societies: Member of Brock Universities Finance and Investment Group
Quick answers generated from the profile data available on this page.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc works for CI Assante Wealth Management.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc is listed as CERTIFIED FINANCIAL PLANNER® at CI Assante Wealth Management | A Personal Approach to Financial Peace of Mind at CI Assante Wealth Management.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc is based in St. Catharines, Ontario, Canada while working with CI Assante Wealth Management.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc has worked for Ci Assante Wealth Management, Aviso, Meridian Credit Union, The Source (Bell), and Cibc.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc's colleagues at CI Assante Wealth Management include Jen Kathler, Nick Ducharme, Cfa, Valérie Forget, Pascale Despeignes, and Kristen Kahles.
You can use AeroLeads to view verified contact signals for Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc holds Bachelor Of Business Administration (Honours), Concentration In Finance from Brock University.
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