Kyle Moir, B.Com., CFP®, CPA, CGA

Certified Financial Planner ®, Branch Manager

Kyle joined Investment Planning Counsel in 2003 and has focused his practice on building long-term, genuine relationships with his clients.

 

Kyle’s family-oriented approach is based on listening before advising – allowing him to construct customized financial roadmaps that are carefully implemented and continuously monitored. He is committed to helping clients achieve their financial objectives as they journey through the various stages of life and experience changing financial advice needs.

 

Before joining IPC, Kyle spent several years with a leading international tax services firm providing advice to businesses and high net worth individuals. His background in tax, which includes the completion of multiple advanced level tax planning courses, has been instrumental in the success of his financial planning practice.

 

Kyle is dedicated to keeping current through continuous learning, believing with advanced knowledge and skills, he can better service his clients in an increasingly complex financial services industry.

 

Kyle is a Certified Financial Planner (Financial Planners Standards Council) and advises clients across Canada.

 

Other qualifications include:

  • CPA, CGA (Chartered Professional Accountants of Ontario)
  • B.Com. (McGill University)
  • Branch Managers Course (Canadian Securities Institute)
  • CICA In-Depth Tax Course - Parts I & II (Canadian Institute of Chartered Accountants)
  • Life Insurance licensed (Financial Services Commission of Ontario)
  • Canadian Securities Course (Canadian Securities Institute)

Insurance products available through Kyle Moir.