Jon Kilfoyle, Cfa
About Jon Kilfoyle, Cfa
Jon Kilfoyle, CFA, serves as the Senior Vice President at Investors Group, focusing on the development of wealth management strategies. He has extensive experience in the financial sector, having held senior roles at Wellington West, RBC Dominion Securities, and National Bank Financial.
Work at IG Wealth Management
Jon Kilfoyle serves as Senior Vice President at Investors Group, a leading wealth management firm in Canada. He has held this position since 2017, contributing to the firm's growth and development in Winnipeg, Manitoba. His role involves collaborating with Investment Advisors to enhance their wealth management strategies, focusing on improving client outcomes.
Previous Experience in Wealth Management
Before joining Investors Group, Jon Kilfoyle worked at National Bank Financial as Vice President and Regional Manager from 2011 to 2016. He managed operations in Manitoba and Saskatchewan, focusing on enhancing the efficiency of Investment Advisor practices. Prior to that, he was Vice President at RBC Dominion Securities for eight months in 2017 and served as Senior Vice President of Products & Marketing at Wellington West from 2008 to 2011.
Education and Expertise
Jon Kilfoyle studied at the CFA Institute, where he achieved the Chartered Financial Analyst designation. This education has equipped him with advanced knowledge in finance and investment strategies, allowing him to identify and execute effective strategies that enhance the growth and efficiency of Investment Advisor practices.
Focus on Investment Advisors
Jon Kilfoyle has a strong focus on collaborating with entrepreneurial Investment Advisors. His efforts are directed towards enhancing their wealth management strategies, which ultimately benefits their clients. His expertise in this area has positioned him as a valuable resource within the wealth management sector.