Meet Our Team
Kristin is a graduate of Red Deer College, with a diploma in Business. She has completed her Canadian Securities Course and has completed all course requirements for the Certified Financial Planner designation.
Her initial experience in the accounting field proved to Kristin that her interest was in helping people with their financial decisions, rather than reporting the information afterward. Kristin works directly with clients and is involved in preparing initial financial plans, ongoing planning reviews and assisting clients with the many issues that can arise at any time.
While the investment management, tax planning and financial planning areas become more complicated and competitive, Kristin’s objective is to ensure a sense of trust and comfort on an ongoing basis.
Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.