Kyle Young

Kyle Young

Followers of Kyle Young391 followers
location of Kyle YoungHamilton, Ontario, Canada

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  • Timeline

  • 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 - 2023
      Bachelor of Arts - BA Financial Mathematics
  • Experience

    • Dundas Valley Golf & Curling Club

      Apr 2015 - Sept 2022

      Prepares 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 2022
      • Backshop

        Apr 2015 - Nov 2018
    • Wasserman

      Jul 2018 - Jul 2018
      Spectator Engagement Coordinator

      Provide 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 2019
      Spectator Engagement Coordinator

      Provide 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 2022
      Mentor
    • Reid Financial Strategies Inc.

      May 2022 - Sept 2022
      Financial Technology Support Intern

      Implementation of Salesforce, develop financial plans, assist in daily office duties.

    • Collective Accounting Co

      May 2023 - now
      Investment Tax Specialist

      Personal and corporate tax preparation, ensuring compliance with different tax legislations and regulations.

    • Reid Financial Strategies Inc.

      May 2023 - Dec 2023
      Financial Advisor Assistant

      Responsible 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 - now

      Guide 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 - now
      • Financial Advisor Assistant

        May 2023 - Sept 2024
    • Kyle Young Financial Services

      Jun 2024 - now
      Owner

      Offers life insurance, group health benefit plans, critical illness insurance, and disability insurance.

  • Licenses & Certifications

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Jun 2024
    • Excel 2019 Essential Training

      LinkedIn
      Aug 2020
      View certificate certificate
    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Sept 2023
      View certificate certificate
    • Time Management: Working from Home

      LinkedIn
      Aug 2020
      View certificate certificate
    • 90-Day IIROC Advisor Training (LCI0L003)

      Learnedly
      Jun 2024
    • Learning Excel 2019

      LinkedIn
      Aug 2020
      View certificate certificate
    • Securities Dealer

      Learnedly
      Sept 2023
    • QuickBooks Certified ProAdvisor

      Quickbooks Online Certified ProAdvisor
      Oct 2023