ABOUT
ABOUT
ABOUT
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About Me
Hi, I’m Kristi, and I view money as a powerful force.
As a Certified Financial Planner, I empower individuals to make smart financial decisions to build and control their financial future.
A Holistic Philosophy
I’ve helped hundreds of clients achieve their version of financial success. My holistic approach provides a unique perspective that empowers you to succeed.
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Emphasize the importance of personal accountability
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Provide a desired understanding of financial concepts
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Emphasize the importance of staying on track
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Encourage you to take control of your money and your future.
Customized Solutions
I enjoy working with clients who are interested in improving their financial situation and staying accountable to their financial goals. With ongoing education and communication, we will achieve success through the various stages of your financial journey.
My financial planning services center around six core aspects but naturally, extend beyond these focus areas to serve the unique needs of my clients.
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Investment Planning
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Insurance Planning
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Tax Planning
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Cash Flow Management
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Retirement Planning
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Estate Planning
Why Choose Me?
Experienced
I am a Certified Financial Planner with over 15 years of industry experience. I am also a licensed mutual fund and life insurance advisor in BC, Alberta, and Ontario.
Independent
As an independent advisor, my services are not sales-driven. Instead, I focus on providing value and education to my clients by connecting them with the most appropriate financial products.
Approachable
As a business owner, mother, and wife, I relate to my clients on a personal level. I pride myself on offering friendly and encouraging service, completely free of judgment.
Trusted
My experience, credentials, and reputation collectively demonstrate my trustworthiness. My goal is to become your friend in finance and support you every step of the way.
