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

CERTIFIED FINANCIAL PLANNER®

For over 10 years, I have been helping individuals and families grow their wealth and achieve their lifestyle goals. I am honored to work in partnership with the established and professional team at Endurance Wealth Partners. 

Staying current with changing market conditions and 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 and earned the following designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Personal Financial Planner (PFP®), Fellow of CSI (FCSI®), Chartered Investment Manager (CIM®), 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 regular communication is key to ensuring your plan stays aligned and adapts as your life evolves.

I am passionate about working closely with clients who are near or in retirement, providing a personal approach that helps them feel secure and confident in their financial future.

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

 

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. 

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

CERTIFIED FINANCIAL PLANNER®

Office Address

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