Kyle Kootstra
CFA

My Background

I have been an Investment Advisor in the Windsor area for more than 15 years. In an effort to further my ability to provide wealth management services, I completed the Chartered Financial Analyst designation in 2014. My focus has long been centered around building trusting long-term relationships with my clients. To accomplish this, I strive to take the time to understand both them and their financial needs prior to proposing solutions. As a team, Ana, Alec and I seek to enable our clients to arrange their financial affairs in such a way that they can feel at ease and able to do the things they most want to do, when they want to do them.

I live in Windsor along with my wife, Kara, and our two children, Nate and Claire. Claire is often busy with dance-related activities while Nate is focused on computer coding projects and studying the violin. As a family we enjoy traveling, playing games, and watching movies together.