Our Team

For over twenty years, I've assisted families and successful business owners in maximizing their wealth. With my expertise as a Chartered Accountant (CA), I offer tailored solutions to optimize your wealth through sound investment strategies and adept tax management. I'm here to guide you through the complexities of taxation, helping you both grow and preserve your assets effectively. My credentials include a Bachelor of Accounting with Honours from Brock University. Additionally, I've completed various financial services industry courses, including the Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planner, and Branch Managers Course to better serve my clients.

Planning for your financial future is more than just looking at numbers.  To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. I work with you to simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning.  Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. 

For over 10 years, I have been helping individuals and families expand their wealth and reach their lifestyle goals.  My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan that is tailored to your personal or business goals. I believe it is important to stay in regular contact to ensure we are progressing and evolving your plan.  My passion for helping our clients and dedication towards the Niagara Community has driven me to work with families who have a loved one with special needs. 

I hold a Bachelor of Business Administration (Honours) Degree with a concentration in Finance from Brock University. Over the years I have successfully completed various financial services courses to receive the following designations: Certified Financial Planner (CFP®), Personal Financial Planner (PFP®), Fellow of CSI (FCSI®) and Registered Retirement Consultant (RRC®).  

Mobile: (905) 931-4187

Website: www.kyleellsworth.ca

With over 25 years of experience in Corporate Finance, Insurance, Banking, Lending, and Investing, I combine an in-depth understanding of the financial services industry with a passion to educate clients and help them make great investing decisions.

I hold a Bachelor of Accounting. (Hons.) degree from Brock University, I am a Certified Public Accountant professional, and an IIROC licensed financial advisor.  The Certified Public Accountant designation holds the gold standard in finance, representing the highest level of professional integrity, knowledge, and experience. In addition to the ongoing continuing education requirements, this designation requires all members abide by a strict code of conduct – bringing additional confidence to the client experience.

Having spent many years working for both private and publicly traded companies, I now enjoy personally guiding clients through a complex financial world and helping them achieve financial peace.

As an experienced Associate Financial Advisor with half a decade of dedicated service in the financial services industry, I take a consultative approach to helping you reach your dreams. My wealth management philosophy is centered around enhancing financial literacy while tailoring strategies to accommodate your individual financial circumstances and aspirations. Armed with a bachelor's degree in Finance with a minor in Economics, I am passionately committed to providing you with peace of mind for your financial future.

As a passionate and dedicated advisor, I take great care in communicating with clients on a forwarding looking basis. Prior to joining the team in 2022, I obtained my Honors Bachelor’s Degree in Finance and Economics with First Class Standing from Brock University. With a desire to help others, I continued my education in successfully completing the Canadian Securities Course, Conduct and Practices Handbook and remain a member of the International Honor Society, Beta Gamma Sigma, in recognition of my high scholastic achievement at Brock University. When I am not spending time helping our clients, I enjoy travelling, taking yoga and dance classes and spending time with my family and friends. I look forward to building strong relationships with our clients and working together to reach their goals. 

My passion is being an advocate for our client’s best financial and personal interests.  Not only in where they are today, but also in helping them plan for their best possible future while taking life and family events into account.  Especially in helping elderly clients.  Working with their families and drawing from my own personal experience in eldercare and psychology, combined with my financial knowledge.  I have been fortunate to build many meaningful relationships over the years and to be part of the Assante family for over 7 years.

As an intern with Corcoran & Partners, I am gaining hands-on experience in financial advice and analysis. As a business student at McMaster University, I am eager to apply my academic knowledge to real-world financial scenarios and contribute to the team’s success. Through participating in investment clubs at McMaster and personal investing, I am gaining hands on experience implementing investing strategies through the means of both fundamental and technical analysis. I am enthusiastic about learning from the experienced professionals at Corcoran & Partners and supporting their efforts to generate consistent, stable and competitive investment portfolios for our clients.