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Kyle Johnson, CFP®, CIM®

Kyle Johnson, CFP®, CIM®

Financial Services Representative II

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  • Timeline

  • About me

    Portfolio Manager, Associate Investment Advisor - Alexandra Horwood and Partners at Richardson Wealth

  • Education

    • York University

      2006 - 2010
      BA Economics

      Courses Related to Program:Microeconomic and Macroeconomic Theory International TradeFinancial and Managerial AccountingEconometricsMonetary Economics

    • Seneca Polytechnic

      2003 - 2005
      Business Business Administration

  • Experience

    • CIBC

      Oct 2010 - Sept 2012
      Financial Services Representative II

    • Richardson Wealth

      Sept 2012 - now

      - Executing buy/sell transactions of equities, fixed income, and alternative investment products for client accounts- Establishing and enhancing tax efficient investment strategies through building model portfolios and tracking them on a constant basis- Performance and tax reporting - Completing cost base reconciliations- Managing allocations of syndicated issues- Monitoring positions in the daily market- Completing and presenting retirement planning projections or holistic financial plans Show less

      • Portfolio Manager, Associate Investment Advisor - Alexandra Horwood and Partners

        Feb 2018 - now

      • Associate Investment Advisor, Alexandra Horwood & Partners

        Feb 2015 - Feb 2018

      • Associate, The Horwood Team

        Sept 2012 - Feb 2015

  • Licenses & Certifications

    • Wealth Management Essentials

      Canadian Securities Institute (CSI)
      Jun 2014

    • Conduct and Practices Handbook

      Canadian Securities Institute (CSI)
      Sept 2012

    • Portfolio Management Techniques

      Canadian Securities Institute (CSI)
      Jul 2016

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      May 2012

    • Advanced Investment Strategies

      Canadian Securities Institute (CSI)
      Feb 2016

    • Certificate in Advanced Investment Advice

      Canadian Securities Institute (CSI)
      Feb 2016

    • Chartered Investment Manager

      Canadian Securities Institute (CSI)
      Jul 2016

    • Certified Financial Planner (CFP)

      FP Canada
      Feb 2020