Kyle Walker, Financial Planner,Kitchener, ON

Phone

Office

Office Location

4275 King St E Suite 120 Kitchener, ON N2P2E9. map

I have been working in the financial services industry since 2000, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a degree from Wilfrid Laurier University. I received the Certified Financial Planner Designation in 2003. I also hold the Financial Management Advisor (FMA) designation and Canadian Investment Management designation offered by the CSI. I look forward to working with you.

Certificates

FMA

CIM®

CFP®

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Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:

Work with you to understand your priorities.
Create a wealth plan that considers your financial picture.
Schedule regular check-ins to track progress.
Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
Offer ongoing support to help you move forward confidently.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

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Contact me today to find out how I can help you feel reassured in your financial future.

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