Ryan Kirke, Investment Advisor

Description

As an Investment Advisor at TD Waterhouse, I provide comprehensive wealth management advice and solutions. I give clients peace of mind knowing that I will listen to their concerns, understand their needs and develop strategies to suit their objectives. I have 15 years of experience in the financial industry and am a believer of continuous education to enhance my knowledge and abilities. Since graduating from Queen’s University I have obtained the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Fellow of Canadian Securities Institute (FSCI) and Certified Investment Manager (CIM) designations. However, I don’t work alone as I take a holistic approach to wealth management. My team has a defined and disciplined process to generate customized plans for our clients. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect wealth, and leave a lasting legacy. With the resources available to me through the TD Bank Financial Group, I am able to give advice on a variety of areas such as retirement planning, tax saving strategies, charitable giving, insurance and estate needs. I have a commitment to my clients to be available and dependable, working diligently to service their objectives. I take pride in helping people realize their goals. This means that I will go beyond what is expected and provide my clients with professional advice and exceptional service. Feel free to call me today to determine if you and your family could benefit from my unique approach to wealth management.