Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Kyle Moir

B.Com., CFP®, CPA, CGA
Financial Planner

Phone: 416-239-5062 Email: kyle@theplanners.ca Kyle joined Investment Planning Counsel in 2003 and has focused his practice on building long-term, genuine relationships with h...

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Kyle Moir

B.Com., CFP®, CPA, CGA
Financial Planner

Phone: 416-239-5062

Email: kyle@theplanners.ca

 

Kyle joined Investment Planning Counsel in 2003 and has focused his practice on building long-term, genuine relationships with his clients.

 

Kyle’s family-oriented approach is based on listening before advising – allowing him to construct customized financial roadmaps that are carefully implemented and continuously monitored. He is committed to helping clients achieve their financial objectives as they journey through the various stages of life and experience changing financial advice needs.

 

Before joining IPC, Kyle spent several years with a leading international tax services firm providing advice to businesses and high net worth individuals. His background in tax, which includes the completion of multiple advanced level tax planning courses, has been instrumental in the success of his financial planning practice.

 

Kyle is dedicated to keeping current through continuous learning, believing with advanced knowledge and skills, he can better service his clients in an increasingly complex financial services industry.

 

Kyle is a CERTIFIED FINANCIAL PLANNER professional (FP Canada Standards Council) and advises clients.

 

Other qualifications include:

CPA, CGA (Chartered Professional Accountants of Ontario)

B.Com. (McGill University)

Branch Managers Course (Canadian Securities Institute)

CICA In-Depth Tax Course - Parts I & II (Canadian Institute of Chartered Accountants)

Life Insurance licensed (Financial Services Commission of Ontario)

Canadian Securities Course (Canadian Securities Institute)

 

Insurance products and tax planning services available through Kyle Moir.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.