Wellington-Altus
CIM®-designated Investment Advisor at Canada's top-rated independent dealer
Financial Investments
Kyle Foyer
Kyle Foyer is an Investment Advisor with Wellington-Altus Private Wealth. Him and his team at the Kluge Wealth Advisory Group help families, business owners, and retirees make confident financial decisions on their path forward. His role is to bring all aspects of a client's financial life together, creating clear strategies that help them build, protect, and transfer their wealth. Outside the office, he loves hanging out with his wife and kids. He is also an avid Calgary sports fan and he plays hockey, baseball, and golf.
Services
- • Discretionary Portfolio Management
- • Financial Planning
- • Retirement Planning
- • Tax Planning
- • Estate & Legacy Planning
- • Risk Management
- • Business Owner & Succession Planning
- • Intergenerational Wealth Transfer
- • Cross-Border Wealth Management (Canada/U.S.)
- • Corporate & Personal Wealth Strategies
- • Lending & Cash Flow Solutions