Jon Kilfoyle
About Jon Kilfoyle
Jon Kilfoyle is the Executive Vice-President of Products & Platforms at Wellington-Altus Financial Inc. and President of Wellington-Altus Private Counsel Inc.
Jon Kilfoyle Executive Vice-President at Wellington-Altus Financial Inc.
Jon Kilfoyle holds the position of Executive Vice-President, Products & Platforms at Wellington-Altus Financial Inc. In this role, he oversees the development and management of various financial products and platforms that the company offers. He plays a crucial role in shaping the product strategy and ensuring the alignment of platforms with the company's overall business objectives. His leadership is essential in driving innovation and enhancing the firm's offerings in the financial sector.
President of Wellington-Altus Private Counsel Inc.
In addition to his executive vice-presidential role at Wellington-Altus Financial Inc., Jon Kilfoyle also serves as the President of Wellington-Altus Private Counsel Inc. His responsibilities in this position include overseeing the operations and strategic direction of the private counsel division. This role involves ensuring that the counsel services meet the high standards expected by clients and are in line with the company’s mission and values. His leadership in this capacity supports the company's commitment to providing personalized financial advice and solutions.
Jon Kilfoyle Chartered Financial Analyst (CFA)
Jon Kilfoyle is a Chartered Financial Analyst (CFA), a designation that signifies a high level of expertise and professionalism in financial analysis and portfolio management. The CFA credential is highly regarded in the financial industry and involves rigorous training and examination. This certification reflects Jon's deep knowledge of investment management, financial markets, and ethical standards essential for making informed financial decisions. Holding the CFA designation highlights his commitment to professional excellence and his capability in handling complex financial challenges.