Wealth Management
Wealth management should feel clear, coordinated, and personal. Kyle works with individuals and families to create complete financial plans that support your goals today and protect what matters most for the future. Every strategy is built around your needs, your priorities, and the life you want to live.
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Feel Confident In Your Financial Plan
Kyle isn't just about the numbers. He focuses on building a thoughtful, complete plan for you and your family through every stage of life, starting from saving your first dollar, through your working years, into retirement, and the legacy you want to leave behind.
What You Can Expect Working With Kyle
A Plan That Connects the Dots: Your financial life is not one-dimensional, so your plan should not be either. Kyle brings your investments, insurance, retirement goals, and tax planning into one strategy that works together, not in pieces.
Education Comes First: You should never feel in the dark about your finances. Kyle takes time to explain your options clearly, answer questions openly, and make sure you understand the reasoning behind every recommendation.
Ongoing Support and Clear Communication: Clients appreciate Kyle's responsiveness and steady guidance. As your life changes, your plan should adapt too. Kyle stays connected with regular reviews and practical adjustments to keep you on track.
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Life and Living Benefits
Life and Living Benefits protect your family if you pass away, and can also provide valuable support while you are living. These solutions can offer financial security during illness or unexpected life events, while still fitting into your bigger plan.
Personal Income Taxes
Personal Tax Preparation makes sure your taxes are filed accurately and on time, while helping you take advantage of the credits and deductions you qualify for. Kyle handles your personal tax return with care and keeps everything aligned with your overall financial plan.
Build A Future of Wealth, Fun, and Comfort
Kyle is commited to helping you grow your wealth, plan for your future, and protect your family. Talk to him about gettting a financial plan today!
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Services
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI. Only investment-related products and services are offered through ACPI are covered by the CIPF. Insurance services, income tax preparation and income tax planning are provided through Kyle Young Financial Services. Kyle Young Financial Services is an independent company separate and distinct from ACPI.