Kyle Ellsworth, CFP®, BBA (Hons), FCSI®, RRC®, PFP®

CERTIFIED FINANCIAL PLANNER®

For over 10 years, I have been helping individuals and families expand their wealth and reach their lifestyle goals. Honored to be working in partnership with Sean Corcoran & Partners established and professional team. 

Keeping up with changing market conditions and my continuing education are vital parts of my role. 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®).  

My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan 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. In addition, I also enjoy supporting many local charities. 

If you are interested in learning more about my personal approach to financial peace of mind, please contact me for a confidential consultation.

 

Mobile: (905) 931-4187

Direct: (289) 438-1641

Branch: (905) 641-9292

Email: kellsworth@assante.com

 

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Leave a Note

Please fill out the form below

Recent Posts

Charitable giving through a private foundation

May 15, 2025

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

Read more

Tariff Troubles Continue

Apr 29, 2025

President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....

Read more

Enjoy more income in retirement by minimizing the OAS clawback

Apr 28, 2025

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

Read more

Kyle Ellsworth CFP®, BBA (Hons), FCSI®, RRC®, PFP®

CERTIFIED FINANCIAL PLANNER®

Office Address

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada