In January 2018, Kyla Martin, CPA, CMA, joined my team as an Associate within my financial advisory practice. Kyla has been a Financial Advisor with Desjardins Financial Security Independent Network and a Mutual Fund Advisor with Desjardins Financial Security Investments Inc. since 2013, and brings a high degree of knowledge and expertise to her role. Having acquired Chartered Professional Accountant and Certified Management Accountant (CPA, CMA) designations, she focuses on taxation, and estate and succession planning that enables her to effectively address and manage a range of financial matters. In addition to her professional designations, Kyla also holds an MBA with a specialization in change management from Carleton University’s Sprott School of Business.
With the ongoing changes to Canada’s tax system, Kyla’s knowledge and insight into tax planning will be of significant importance. Our goal is to work together in partnership with you to deliver an increased level of service, and to ensure we build your financial future in the most effective and tax efficient method possible.
Kyla can be reached by email at firstname.lastname@example.org or by phone at 613-829-7874 ext 203.
Other Notes of Interest:
Kyla is licensed to offer mutual funds in the provinces of Ontario, Quebec and Alberta
Kyla is licensed to offer life and health insurance in the provinces of Ontario and Alberta