Kyle Snowden, BBA, CFP, RRC
Kyle founded Snowden Financial in 2018 in Grimsby Ontario. He has been in the financial planning business since 2004, when he started his career with Investors Group.
The Certified Financial Planner designation is the most widely recognized financial planning designation in Canada and worldwide. The CFP designation provides assurance to Canadians that the design of their financial future rests with a professional financial planner who will put their clients’ interests ahead of their own. Kyle attained his CFP designation on January 1, 2017. On the final CFP exam, Kyle placed second out of the 439 candidates who wrote the exam across the country.
Kyle works diligently with clients to fully understand their personal and financial situation to provide a complete and customized plan to meet their needs. His areas of expertise include:
- Cash flow management
- Investment planning - mutual funds/securities are provided by Aligned Capital Partners Inc.
- Retirement income projections
- Tax reviews
- Insurance needs analysis
- Estate planning
Kyle grew up and currently resides in the Niagara Region. He services clients primarily in the Niagara, GTA and Kitchener-Waterloo regions. When not working, Kyle enjoys traveling, playing hockey, and spending time with friends and family.
His professional qualifications are as follows:
- BBA (Bachelor of Business Administration), Wilfrid Laurier University, 2003
- Graduated with distinction
- IFIC (Investment Funds in Canada) – 2004
- LLQP (Life License Qualification Program) – 2004
- CFP (Certified Financial Planner) – 2017
- 2nd place in Canada on final exam
- RRC (Registered Retirement Consultant) – 2017
- CSC (Canadian Securities Course) – 2018
- CPH (Conduct and Practices Handbook) – 2018
