Kyle Law, Cfp® Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

- Lead a dynamic team of Financial Services Consultants dedicated to enhancing and optimizing the client experience- Generate innovative engagement strategies to build long term client relationships

1 York St, Toronto, On

- Facilitate strategic retirement income planning for clients by analyzing their financial portfolios, aligning investment strategies with savings and income goals- Specialize in decumulation strategies and implementing a sustainable income stream from savings, investments, employer-sponsored plans, and pensions- Conduct detailed portfolio reviews and build customized investment portfolios tailored to a client’s risk profile, and ensuring clients’ investment strategies remain aligned… Show more - Facilitate strategic retirement income planning for clients by analyzing their financial portfolios, aligning investment strategies with savings and income goals- Specialize in decumulation strategies and implementing a sustainable income stream from savings, investments, employer-sponsored plans, and pensions- Conduct detailed portfolio reviews and build customized investment portfolios tailored to a client’s risk profile, and ensuring clients’ investment strategies remain aligned throughout their retirement phase- Build financial plans that assess a client’s retirement readiness, identifying potential risks and gaps, and developing personalized strategies to optimize retirement savings and ensure financial security- Collaborate with cross-functional teams to stay informed on market trends, product knowledge, process and regulation changes to ensure accurate and informed client advice- Educate clients on personal finance, investment strategies, retirement planning, tax optimization, and pension legislation rules- Help with training and onboarding new hires- Accolades: Platinum Performer x 2 (2022, 2023), iStar (2022) Show less

1 York St, Toronto, On

• Welcome client’s to their employer plan and assist them with setting up their group retirement savings options and group insurance benefits• Help clients make informed decisions regarding their employer-sponsored investments and insurance benefits as they go through a career transition• Understand and assess client’s situations to provide tailored solutions based on their needs and objectives• Conduct detailed investment portfolio reviews and present recommendations regarding… Show more • Welcome client’s to their employer plan and assist them with setting up their group retirement savings options and group insurance benefits• Help clients make informed decisions regarding their employer-sponsored investments and insurance benefits as they go through a career transition• Understand and assess client’s situations to provide tailored solutions based on their needs and objectives• Conduct detailed investment portfolio reviews and present recommendations regarding various investment savings vehicles (RRSP, DPSP, DCPP, TFSA, NREG, and company stock plans) and fund options • Assist clients with setting up investment contributions and asset consolidations to reach their financial goals• Advise clients with selecting appropriate insurance products (life insurance, critical illness, health & dental plans and more) to suit their needs• Introduce clients to a Sun Life financial advisor to assist with an identified need for holistic financial advice and planning• Accolades: Platinum Performer x 2 (2019, 2020) Show less

Richmond Hill, Ontario

Provide travel insurance plans to residents of Ontario, visitors to Canada, and international students.

Suite 600, 970 Lawrence Avenue West, Toronto, On

My goal is to help clients achieve and maintain financial security throughout their lifetime, to protect their assets, and to grow their overall net worth. My approach to financial planning is to gain a comprehensive view on a client’s life trajectory and to plan for both controllable and uncontrollable events. I do this by helping clients create and implement a financial plan that focuses on four key areas: 1) financial security at death 2) living benefits 3) liquidity 4) retirement… Show more My goal is to help clients achieve and maintain financial security throughout their lifetime, to protect their assets, and to grow their overall net worth. My approach to financial planning is to gain a comprehensive view on a client’s life trajectory and to plan for both controllable and uncontrollable events. I do this by helping clients create and implement a financial plan that focuses on four key areas: 1) financial security at death 2) living benefits 3) liquidity 4) retirement planning.These financial plans are tailored and customized to a client’s needs, goals, and risk tolerance. The process I follow to create a financial plan include: - An in depth fact find to identify client’s goals and needs- A comparison between their current situation and their desired situation to identify if there are any gaps- Create a financial plan and make recommendations to help them achieve short and long term goals- Review their financial plan on a regular basis to ensure it continues to meet their changing needsThe services I provide include: - Insurance (life insurance, disability insurance, critical illness insurance) - Investments- Mortgages - Money management- Budgeting- Debt reduction- Group benefits - And more Show less