CIM®
Investment Advisor
Kyle has worked in the finance industry since 2012 where he started in retail banking before moving to wealth management. He joined the Kluge Wealth Advisory Group in 2016 and has worked his way to his current role as an Investment Advisor where he manages new and existing client relationships, builds and maintains client’s financial plans, manages our insurance business, and ensures our processes are running smoothly. He is passionate about helping clients achieve financial success by understanding their goals and objectives and ensuring their portfolio and financial plan are aligned to achieve them.
A born and raised Calgarian, he graduated of Mount Royal University, has received his Chartered Investment Manager (CIM®) designation, and is working towards the Chartered Financial Analyst (CFA), and Associate Portfolio Manager (APM) designations.
In his free time, he enjoys spending time with his wife Devon and kids along with their pup Nova. Kyle is a sports enthusiast, you can often find him playing hockey, baseball, golf, and snowboards or hikes the Kananaskis area as often as possible.