Meet Our Team
Kristine is committed to meeting the needs of high net worth individuals, professionals, business owners, retirees, families and those who are focused on building their net worth and securing their financial future.
Kristine has over 10 years of experience within the financial services industry through her management experience at both AIM Funds and Trimark companies, and as an independent financial planner working directly with clients. Her background also encompasses an Honours Business Degree from Richard Ivey School of Business, Western University and 4 years of corporate marketing experience with Kraft Foods and Nabisco Companies.
Kristine’s credentials include:
▪ CFP, Certified Financial Planner
▪ Canadian Securities Course, Honours designation
▪ Canadian Investment Funds Course
▪ Life Insurance License, Level II
▪ Registered Branch Manager
Kristine has provided TV interviews and talk shows on CBC's The National, Newsnet, and iChannel. By combining her two passions of life coaching and investment management, Kristine's unique approach to financial planning has brought much success and peace of mind to her clients' lives.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.