Kale joined Contego Wealth Management in 2014 and holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations. Kale is a registered discretionary Portfolio Manager, and 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 specializes in working with high net worth clients, in the top tax brackets. Whether it be a business owner/incorporated professional, professional athlete, or business executive, Kale guides his clients through the financial planning process which often uncovers some tax-saving opportunities before investments are even discussed. Kale also works with large institutions and Not-For-Profits to help with their cash management and short-term investment needs.
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 four years has raised over $100,000 for the Ottawa Valley Ambassadors, a local special Olympics hockey team. Kale also sits on the board of the Royal Ottawa Young Professionals Network where he helps support the mission of the Royal Ottawa Foundation for Mental Health
Why Work With a CFP®
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