Kyle Anderson
BBA, CIM

My Background

With over 12 years of experience in the wealth management industry, Kyle is dedicated to providing comprehensive investment solutions tailored to his clients’ financial goals. As a Chartered Investment Manager (CIM^®), he specializes in portfolio management, strategic asset allocation, and long-term financial planning.

Kyle takes a client-centric approach, focusing on building lasting relationships and delivering personalized strategies that align with each client’s unique needs. His commitment to disciplined investment management and risk-conscious decision-making ensures that clients receive informed guidance in navigating today’s financial markets.

Originally from Powell River, Kyle maintains strong ties to his hometown and enjoys returning for visits with family and friends. Outside of work, he is an avid golfer and fisherman who values time spent outdoors and connecting with his community.