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Kyle Vieira

Kyle Vieira

Financial Planning Assosiate
Barrie, Ontario

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About Kyle Vieira:

  • Prepare financial reports and presentations for planners to present to clients
  • Help clients understand complex situations and becoming a main point of contact for questions
  • Collaborate with other professionals like Estate representatives and Mutual Funds team to offer seamless service
  • Built and maintained relationships with clients, including managing client communication and maintaining accurate records and documentation.
  • Update planners on any regulations and best practices to provide high quality service to clients 
  • Assist in marketing and business development efforts, such as organizing client events and networking.
  • Trained and mentored future associates

Experience

  • Prepare financial reports and presentations for planners to present to clients
  • Help clients understand complex situations and become a main point of contact for questions
  • Collaborate with other professionals like Estate representatives and Mutual Funds team to offer seamless service
  • Built and maintained relationships with clients, including managing client communication and maintaining accurate records and documentation.
  • Update planners on any regulations and best practices to provide high quality service to clients 
  • Assist in marketing and business development efforts, such as organizing client events and networking.
  • Trained and mentored future associates

Education

Business Management at Georgian College 

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