Kyle joined Odlum Brown in 2014. Today, he works as a Portfolio Manager with the Corner Group.
Formed in 1966, the Corner Group combines 100+ years of investment advice and experience. Managing over $1 billion in assets under management, the Corner Group has a team-based practice to help meet the investment needs of affluent families, trusts, charities and estates.
Using a combination of equities and laddered fixed income products, the Corner Group tailors each portfolio to clients’ individual financial needs, risk tolerances and financial goals. The team understands that market changes are unavoidable over time, so it is important to be open-minded and flexible. The Corner Group focuses on investing for the long term using high-quality investments and diversification to manage risk. Through financial, retirement and estate planning offered by their dedicated Financial Planning and Tax Specialist and Odlum Brown Financial Services Limited*, they ensure that every client receives the type of individual attention best suited to their lifestyle and needs, and aim to provide a level of service that exceeds their expectations.
For continuity and longevity, the Corner Group has a succession plan to ensure we take care of our clients well into the future. Each of the senior advisors has worked as an associate and now mentors the younger partners in the group to ensure smooth transitions through multiple generations. Learn more about the Corner Group.
As a Portfolio Manager, Kyle manages investment portfolios for high net worth individuals, families, and corporations. Achieving his Chartered Investment Manager (CIM®) designation means that Kyle adheres to the highest professional standards and creates meaningful relationships with clients built upon trust and respect.
Kyle maintains an active lifestyle. Following a soccer scholarship to a Division 1 soccer program in the United States, Kyle returned to the North Shore where he enjoys coaching metro youth soccer and golfing in his spare time.
* A wholly-owned subsidiary of Odlum Brown Limited.