Kyle Hanson, Cfp, Rrc
About Kyle Hanson, Cfp, Rrc
Kyle Hanson is a Division Director at Investors Group Financial Services Inc., where he provides comprehensive financial planning services as a Personal CFO. He specializes in philanthropic planning, divorce planning, and socially responsible investing for high-income professionals and ultra-net worth families.
Work at Investors Group Financial Services Inc.
Kyle Hanson has served as Division Director at Investors Group Financial Services Inc. since 2008. In this role, he provides unique and comprehensive financial plans, acting as a Personal CFO for clients. His responsibilities include coordinating financial strategies for high-income professionals and ultra-net worth families. He has built a reputation for offering philanthropic planning solutions, helping clients integrate charitable giving into their financial frameworks.
Education and Expertise
Kyle Hanson studied at the University of Manitoba, where he earned a Bachelor of Arts in Criminology from 1998 to 2001 and a Bachelor of Commerce (Hons) in Finance from 2002 to 2005. His educational background equips him with a solid foundation in financial principles and analytical skills. He specializes in socially responsible investing, providing clients with investment strategies that align with their personal values.
Background
Kyle Hanson attended St. Paul's High School from 1993 to 1997, where he completed his general education. Following high school, he pursued higher education at the University of Manitoba, leading to two bachelor's degrees. Before joining Investors Group, he worked as a Business Analyst at Great-West Life from 2005 to 2008, gaining valuable experience in the financial services sector.
Achievements in Financial Planning
Kyle Hanson has developed expertise in guiding clients through various financial challenges, including divorce planning. He focuses on ensuring financial stability during significant life transitions. His comprehensive approach to financial planning includes coordinating strategies for high-income professionals and ultra-net worth families, demonstrating his capability in managing complex financial situations.