Kyle Cassidy

Born and raised in Niagara, Kyle spent much of his youth dedicated to pursuing excellence both in his educational studies and through various competitive sports including hockey, baseball and golf. A high level of performance in these areas earned him the opportunity to attend Queen’s University where he obtained a Bachelor of Applied Science in Mathematics and Engineering while being a proud member of the Men’s Varsity Hockey team.

 

Following three years working in the Engineering field, mostly time spent in Western Canada, Kyle returned to school to complete his Master of Business Administration in Finance at McMaster University with the intent of transitioning into a career in financial services. Acting as a trusted advisor, he has chosen to focus his efforts on supporting motivated individuals, households and businesses with their long-term growth plans through a commitment to a disciplined and empathetic approach. Kyle welcomes the opportunity to work alongside his clients, engaging in partnership as they move through the various stages of life together. Passionate about learning new things he is continuously evolving to both meet his client’s shifting expectations and to make a greater contribution to the communities in which he lives and serves.

Now an avid golfer and curious traveller much of Kyle’s spare time is spent enjoying outdoor activities and new experiences with friends and family. He also enjoys a good read (flick/puzzle) as well as staying current on global affairs and the world of professional sports.

 

Kyle has access to a complete range of financial planning tools and can help design and implement a plan that best fits a client’s unique set of needs.