I believe that you need to learn before you earn. While working with my clients, I strive to educate and explain financial concepts so they fully understand the recommendations I provide to help them reach their financial goals.
My primary focus is to partner with pre-retirees, retirees, professionals and business owners in Elliot Lake, Blind River, Manitoulin, Sudbury and across Northern Ontario.
I am passionate about working with my clients to understand what's important to them, their loved ones and specific situation. Working closely with my clients' accountants and legal team to align their tax and legal planning with their tailored investment and insurance strategies.
Edward Jones allows me to be the focused, caring and knowledgeable Financial Advisor that I strive to be every day. I have been in the Financial Industry for over 13 years and hold the PFP® designation since 2019.
Meeting with a Financial Advisor and putting together a comprehensive financial strategy can be very intimidating at first. The hardest part is starting the conversation. Please consider reaching out to schedule a time to meet in person, by phone or web conference.
When I am not in the office, you can find me with my daughter Kamryn. We enjoy all that Northern Ontario has to offer including camping, boating, fishing and swimming. We also love to travel, watch movies, read and play with our dog - Teddy.
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Outdoor Enthusiast
Phone NumberKylie Knapp at (705) 461-1221
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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