Kyle Westhaver

Kyle is motivated by providing an exceptional client experience and is proud of the trusted relationships it fosters.

As a member of the Nicola Wealth Planning Team in Toronto, Kyle leads business owners, high net worth individuals, and affluent families through an integrated wealth planning process. He helps his clients to understand the complexities of their current situation in order to effectively uncover opportunities and potential challenges ahead.

Kyle began working with entrepreneurs of private owner-managed companies in 2009, gaining broad technical knowledge in investment management, taxation, financial planning, and estate planning. He specializes in building financial plans that ensure client risk exposure is consistent with their goals, and is committed to the philosophy that families require an institutional approach to investment management that involves more than a typical asset allocation of stocks and bonds.

Kyle holds a Bachelor of Commerce in Finance from Saint Mary’s University, the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designation, and has also earned a Certificate in Estate Planning & Trust Strategy.