Jon Kilfoyle Email
President @ Independent Advisor Solutions
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Jon Kilfoyle Location
- Winnipeg, MB, CA
Jon Kilfoyle Work
- President @ (May 2024 - Present)
- EVP, Investment Solutions, Wellington-Altus Financial, @ (April 2023 - Present)
- Senior Vice President @ (November 2017 - April 2023)
- Vice President @ (March 2017 - November 2017)
- Vice President and Regional Manager @ (November 2011 - December 2016)
- Senior Vice President, Products and Marketing @ (September 2008 - October 2011)
Jon Kilfoyle Education
- CFA Institute
Chartered Financial Analyst (Finance)
Jon Kilfoyle Skills
- Analysts
- Microsoft Excel
- Jon Kilfoyle
- New Business Development
- Business Analysis
- Equities
- Marketing
- Product Development
- Chartered Financial Analyst
- Mutual Funds
- Succession Planning
- Value Creation
- Business Valuation
- Investment Advisors
- Customer Service
- Wealth Management
- Asset Management
- Marketing Strategy
- Finance
Jon Kilfoyle Summary
- Jon Kilfoyle, based in Winnipeg, MB, CA, is currently a President at Independent Advisor Solutions. Jon Kilfoyle brings experience from previous roles at Wellington-Altus, IG Wealth Management, RBC Dominion Securities and National Bank Financial. Jon Kilfoyle holds a Chartered Financial Analyst in Finance @ CFA Institute. With a robust skill set that includes Analysts, Microsoft Excel, Jon Kilfoyle, New Business Development, Business Analysis and more. Jon Kilfoyle has 2 emails on RocketReach.
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Top Independent Advisor Solutions Employees
Hong Wong
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Aurora, ON, CA
Jon Kilfoyle
President
Winnipeg, MB, CA
Graeme Cooper
Head of Product
Toronto, ON, CA
Mark Pomehichuk
Vice President, Portfolio Risk and Analytics
Winnipeg, MB, CA
Charlie Polet
Advisor Engagement Associate
Winnipeg, MB, CA
Tanis Crump
Executive Assistant
Winnipeg, MB, CA
Dallin Beloglowka
Head of Advisor Engagement
Calgary, AB, CA
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