Tim L.

Lead Financial Planner at Kind Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency

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Bio

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Credentials

  • Chartered Life Underwriter® (CLU®)
    The Institute for Advanced Financial Education
    Dec, 2020
    - Oct, 2024
  • Certified Financial Planner® (CFP®)
    FP Canada
    Feb, 2020
    - Oct, 2024
  • Qualified Associate Financial Planner® (QAFP®)
    FP Canada
    Jan, 2020
    - Oct, 2024
  • FPSC Level 1® Certificant in Financial Planning
    FP Canada
    Aug, 2019
    - Oct, 2024
  • Certified Health Insurance Specialist (CHS™)
    The Institute for Advanced Financial Education
    Feb, 2018
    - Oct, 2024
  • Investment Funds Institute of Canada
    IFSE Institute
    Jan, 2013
    - Oct, 2024
  • Life License Qualification Program
    Financial Services Commission of Ontario (FSCO)
    Jan, 2013
    - Oct, 2024

Experience

  • Kind Wealth
    • Financial Services
    • 1 - 100 Employee
    • Lead Financial Planner
      • Feb 2023 - Present
  • Seneca College
    • Canada
    • Higher Education
    • 700 & Above Employee
    • Professor
      • Jan 2022 - Feb 2023
  • Choice Asset Groups
    • Canada
    • Financial Services
    • Principal
      • Jan 2018 - Feb 2023
  • Self-Employed
    • Real Estate
    • 1 - 100 Employee
    • Financial Advisor
      • May 2013 - Dec 2017

      Founded from the elements of loyalty, respect and trust. Continually advocating for client education and choice, professionally assessing their interests and implementing financial empowerment. Founded from the elements of loyalty, respect and trust. Continually advocating for client education and choice, professionally assessing their interests and implementing financial empowerment.

  • The University of Akron
    • United States
    • Higher Education
    • 700 & Above Employee
    • Elected Member, Student-Athlete Advisory Committee (S.A.A.C.)
      • Aug 2011 - May 2012

      As an elected member of S.A.A.C., I was responsible for integrating the Men's Golf Team social events calendar with other athletic bodies at The University of Akron. More specifically, in the areas of charitable giving, community awareness and as a resource for internal advocacy.

    • Member, Men's Golf Team
      • 2008 - 2012

      As a member of the varsity Men's Golf Team I had earned the honours of being a former #1 ranked NCAA division 1 Canadian freshman, member of the #3 ranked freshman recruiting class, and having helped win the 2011 Illini Spring Classic at The University of Illinois, Urbana-Champaign.

  • Envision Experience
    • International Scholar Laureate, Medicine
      • 2010 - 2010
  • CJGA - Canadian Junior Golf Association
    • Canada
    • Spectator Sports
    • 1 - 100 Employee
    • Member, Team Canada
      • 2004 - 2006

      Represented Canada, on behalf of the C.J.G.A., on numerous occasions in Canada, Japan, Scotland, and The United States. Represented Canada, on behalf of the C.J.G.A., on numerous occasions in Canada, Japan, Scotland, and The United States.

Education

  • The University of Akron
    Biology/Biological Sciences, General
    2008 - 2013
  • Courtice Secondary School
    2002 - 2007

Community

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