Kyle Ellsworth

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Kyle Ellsworth

Experienced CERTIFIED FINANCIAL PLANNER® specializing in a broad range of areas including investment, tax, retirement and estate planning.

I work with my clients to create a holistic and tailored plan based on their personal or business needs. 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 educat

ion 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.

23/05/2026

Today I participated in the Rankin Cancer Run 5km with Team Endurance Wealth Partners. Inspiring to witness such an impressive turnout despite the weather. Heartfelt gratitude to all the volunteers who make this event possible!

12/05/2026

Helping your child buy a home: Great article outlining what every parent should know.

With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement.

27/04/2026

Celebrating 2 years with CI Assante Wealth Management Ltd. | Endurance Wealth Partners.

Grateful for my clients' trust and my team's support!

23/12/2025

Best wishes for a joyful holiday season and a Happy New Year!

Experienced CERTIFIED FINANCIAL PLANNER® specializing in a broad range of areas including investment, tax, retirement and estate planning. I work with my clients to create a holistic and tailored plan based on their personal or business needs.

24/12/2024

I’m happy to share that I’ve obtained a new certification: Chartered Investment Manager (CIM®) from Canadian Securities Institute!

This digital credential indicates that the individual has completed the requirements to achieve the Chartered Investment Manager (CIM®) designation. They possess the expertise and experience to create Advanced discretionary investment and portfolio management strategies that best serve the unique n...

28/05/2024

CI Assante Wealth Management Market Pulse: The Week In Review. Next week should be an interesting week as The Bank of Canada will be deciding next Wednesday if it is time for an interest rate reduction.

30/04/2024

https://www.linkedin.com/posts/assante-wealth-management_teamassante-bewelladvised-activity-7190772047822626816-oQxN?utm_source=share&utm_medium=member_desktop

27/04/2024

Productive day setting up my new office. Very excited to start in person meetings on Monday!!

26/04/2024

I’m happy to share that I’m starting a new position as CERTIFIED FINANCIAL PLANNER® at CI Assante Wealth Management! I am excited to continue helping individuals and families expand their wealth and reach their lifestyle goals. Also, honored to be working with Sean Corcoran and his Partners established and professional team.

No matter your financial situation, an Assante advisor can provide you with complete wealth planning advice to help you achieve your goals.

Address

109 Russell Avenue

L2R1V8

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Telephone

+19059314187

Website

https://advisor.assante.com/web/kyle-ellsworth/

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