Wealth Advisor & Portfolio Manager
Kimberly is the principal Portfolio Manager and Wealth Management Professional for the team. She enjoys providing a personalized and holistic approach to servicing the financial needs of our clients. She has experience in areas of Investment Portfolio Management, Retirement and Estate Planning, Cash Flow Management and Risk Management. Kim has been in the financial services business since 1999.
Kim grew up in Vernon BC and moved to Victoria to study business at the University of Victoria. She earned her Bachelor of Commerce Degree in 1999 and she is a Certified Financial Planner.
In 2015 she earned the Chartered Investment Manager Designation (CIM) and has been appointed as Portfolio Manager at National Bank Financial. She specializes in income strategies for retirement, and she works with individuals, families and business owners. In her free time Kim enjoys travel, skiing, golf and yoga.