Kristine's bio

 

 

Kristine Douglas, HBA, CFP®

Certified Financial Planner®

Kristine has thoroughly enjoyed spending over 20 years in the financial services industry. She loves having the opportunity to make a real difference in her clients’ lives and to help them achieve their financial and lifestyle goals.

Kristine’s highly personalized approach to working with her clients establishes enduring relationships. They greatly value her advice and implementation of a variety of financial solutions. She best helps those who truly care about proactively planning for their financial success and simplifying and organizing their financial affairs. Her disciplined approach to building and protecting her clients’ wealth, combined with her values of hard work, integrity and compassion towards people, has brought much success and peace of mind to her clients’ lives.

Kristine has also shared her financial knowledge with the broader public in TV interviews and talk shows on CBC’s The National, Newsnet, and iChannel. She donates her time and expertise through the Junior Achievement of Central Ontario Program teaching children and teens about money management. Prior to being in the financial services industry, she worked four years in corporate marketing for Kraft Foods and Nabisco companies.

Education:

Kristine is a Certified Financial Planner (CFP®) whose advice is greatly valued by her clients. She strongly adheres to a professional Code of Ethics and pursues continuous learning opportunities each year in the financial, tax and estate planning fields.

Among Kristine’s professional credentials are:

Canadian Securities Course

Canadian Investment Funds Course

Life Insurance License

Branch Manager

Kristine graduated from the Richard Ivey School of Business, Western University with an Honors Business Degree.

Insurance products available through Kristine Douglas.