Kaylin Fitzsimons
Investment Advisor @Lifecycle Wealth
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WORK HISTORY
Investment Advisor @Lifecycle Wealth
As a Mandeville representative, I seek to align my client portfolios to resemble those of the wealthiest people in the world who have an equal asset allocation between public and private investments. I provide access to tax efficient stocks, mutual funds and an array of exempt market products. As an Investment Advisor, I help my clients choose the right investment strategy to align with their risk tolerance and future goals. Managing primarily corporate investment accounts, I specialize with business owners and help them minimize tax on their passive income over their lifetime. I provide access to multiple public and private investment options for infinite diversification to ones investment portfolio. The wealthy invest differently, we can show you how!*Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and IIROC.
EDUCATION
CSI
Canadian Securities Course
IFSE Institute
Ontario Life License Qualification Program (LLQP) - PASS
St. Thomas Aquinas Secondary School
High School Education Honour Roll
The University of Western Ontario
BMOS Business Management & Organizational Studies
SKILLS
ABOUT KAYLIN FITZSIMONS
Providing Insurance & Investment Solutions For Business Owners & High Net Worth Individuals
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