Meet our Team
Early in life, Kristine was exposed to a disciplined approach to managing finances, and the values of hard work, integrity, curiosity and compassion towards people were deeply ingrained in her. Her commitment to educating, guiding, and advising her clients is a huge part of her life.
Kristine has over 14 years of experience within the financial services industry and has been working directly with clients as a financial planner since 2000. Her background also encompasses an Honours Business Degree from Richard Ivey School of Business at Western University, and four years of corporate marketing experience with Kraft Foods and Nabisco Companies.
Among Kristine’s professional credentials are:
▪ the Certified Financial Planner (CFP) designation, considered the industry gold standard in financial planning
▪ Canadian Securities Course (Honours)
▪ Canadian Investment Funds Course
▪ Life Insurance License, Level II, and
▪ Registered Branch Manager
She has shared her financial expertise with the broader public in 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.
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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.