
Kyle Young

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About me
Financial Advisor at Aligned Capital Partners | Owner of Kyle Young Financial Services | Tax Assistant at Collective Accounting Co
Education

Wilfrid Laurier University
2019 - 2023Bachelor of Arts - BA Financial Mathematics
Experience

Dundas Valley Golf & Curling Club
Apr 2015 - Sept 2022Prepares and maintains golf course greens, fairways, and other golf course surfaces as required, ensuring compliance with all golfing regulations and standards. Sets course tee and cup placements, and operates and maintains greens-keeping equipment. Ensure the smooth operation of the Backshop, club storage, power carts, pull carts, and driving range. Greet members and create a good impression of the golf club.
Greenskeeper
Nov 2018 - Sept 2022Backshop
Apr 2015 - Nov 2018

Wasserman
Jul 2018 - Jul 2018Spectator Engagement CoordinatorProvide a positive experience for VIP guests and help make sure the event runs smoothly. Provide a shuttle service from valet to main clubhouse.

Wasserman
Jun 2019 - Jun 2019Spectator Engagement CoordinatorProvide a positive experience for VIP guests and help make sure the event runs smoothly. Provide a shuttle service from valet to main clubhouse.

PennyDrops
Jan 2020 - Jan 2022Mentor
Reid Financial Strategies Inc.
May 2022 - Sept 2022Financial Technology Support InternImplementation of Salesforce, develop financial plans, assist in daily office duties.

Collective Accounting Co
May 2023 - nowInvestment Tax SpecialistPersonal and corporate tax preparation, ensuring compliance with different tax legislations and regulations.

Reid Financial Strategies Inc.
May 2023 - Dec 2023Financial Advisor AssistantResponsible for supporting Financial Advisors in achieving goals, with a focus on Financial Advisor assistance, client service, process management, and maintenance of CRM software.

Aligned Capital Partners Inc.
May 2023 - nowGuide clients in navigating their financial journeys by creating tailored investment strategies and retirement plans. Empower individuals and families to make informed decisions that align with their long-term financial objectives. Responsible for supporting Financial Advisors in achieving goals, with a focus on Financial Advisor assistance, client service, process management, and maintenance of CRM software.
Financial Advisor
Oct 2024 - nowFinancial Advisor Assistant
May 2023 - Sept 2024

Kyle Young Financial Services
Jun 2024 - nowOwnerOffers life insurance, group health benefit plans, critical illness insurance, and disability insurance.
Licenses & Certifications

Conduct and Practices Handbook Course (CPH®)
Canadian Securities InstituteJun 2024- View certificate

Excel 2019 Essential Training
LinkedInAug 2020 - View certificate

Canadian Securities Course (CSC®)
Canadian Securities InstituteSept 2023 - View certificate

Time Management: Working from Home
LinkedInAug 2020 
90-Day IIROC Advisor Training (LCI0L003)
LearnedlyJun 2024- View certificate

Learning Excel 2019
LinkedInAug 2020 
Securities Dealer
LearnedlySept 2023
QuickBooks Certified ProAdvisor
Quickbooks Online Certified ProAdvisorOct 2023
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