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Kale Wild

Financial Advisor
Kale.wild@raymondjames.ca
613-369-4625

 

Kale joined Contego full time in the fall of 2014. Holding the Certified Financial Planning (CFP) designation, Kale helps clients with their retirement projections in addition to building, and maintaining investment portfolios. Kale is also licensed to trade securities and provide advice in the US through Raymond James (USA) Ltd. This means he can help both Canadian and American residents, including Canadian residents with US retirement accounts from their time working in the US. This cross-border expertise also helps Kale with his professional athlete clientele who cross borders frequently. Kale also devotes significant time to helping large corporations and not-for-profits with their cash management, and short term investments.

During his spare time, Kale can be found on a hockey rink (coaching or playing), or on the golf course. Kale also spearheads the Special Hockey Golf Classic which in the first three years has raised over $57,000 for the Ottawa Valley Ambassadors, a local special Olympics hockey team.