Kyle Taylor

Kyle works closely with retirees, soon to be retirees, business owners, established professionals, and young adults to create flexible investment solutions and personalized financial plans. His team works with each client to plan for what can be predicted and protect against what can’t be.

Beginning his career in 2017, Kyle worked as an Investment Associate at Mandeville Private Client in Ottawa, Ontario before joining TriDelta as a Portfolio Manager in 2020. Kyle has a passion for helping people and an appreciation for the individualized service Canadians deserve. No two people are the same and nor should their investment portfolios be. Each individual household that Kyle works with is unique in their own right and can expect a personalized plan to accomplish their financial goals. Kyle works best with those who are advice-seeking, focused on the long term, and share many of his core values such as professionalism, integrity, and family.

Kyle is a graduate of the Sprott School of Business at Carleton University where he earned his Bachelor of Commerce with a concentration in Finance. Continually seeking to offer the most for his client’s, Kyle completed several premier investment and financial planning designations including the Certified Financial Planner (CFP) in 2023, Chartered Financial Analyst (CFA) in 2021, and Chartered Investment Manager (CIM) in 2019.

In addition to working with clients, Kyle is the host of the Canadian Wealth Wisdom podcast series and frequently featured on BNN Bloomberg to discuss current market developments and financial planning tips for Canadians.

Away from the office, Kyle is an avid golfer and runner.

Contact Kyle today at (416) 733-3292 x 233 or email at kyle@tridelta.ca for a no obligation review.