Playing the Long Game Pays Major Dividends in Growing Your Practice

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Professionals you can trust

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.

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

Overview

Kyle Westhaver

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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