Kyle Green

Kyle has over 15 years of experience providing financial advice to individuals and corporations. He prides himself in building strong long-term relationships with clients, offering customized advice that aligns with their unique financial situation. Holding the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Kyle has the expertise to provide advice on a wide array of financial topics. Along with a team of TD specialists, Kyle has a focus on portfolio construction, cash flow planning, tax minimization strategies, retirement planning and estate planning.  

On a personal note, Kyle was born and raised in the Barrie area. Outside of the office, he can be found staying active playing a number of sports, training for a marathon and chasing around his 3 children.