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Kale Wild
Kale Wild, CFP®, CIM®, FCSI® Senior Wealth Advisor Portfolio Manager

Kale joined Raymond James in 2013 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 seven years has raised over $200,000 for the Ottawa Valley Ambassadors, a local special Olympics hockey team, and Do It For Daron, which supports youth mental health through the Royal Ottawa Foundation. Kale also sits on the board of the Royal Ottawa Young Professionals Network, and the foundation's annual breakfast fundraiser which raises high six figures annually.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.


The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.


Raymond James is not affiliated with the above organizations and/or charitable causes.

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