Meet Our Team
Private Office: 204.254.2412
Kimberley has achieved her Certified Financial Planner designation and has been a member in good standing with ADVOCIS, formerly the Canadian Association of Financial Planners, since re-entering the financial services industry in 1997 as an advisor herself. Previously, Kimberley gained a wide range of experience and knowledge by having worked within the financial services industry for several years with other advisors and with a large disability insurance provider.
Kimberley’s strong relationships and the dedication demonstrated to her clients have helped build her clientele primarily upon referrals. She focuses on helping clients get where they want to go by providing comprehensive financial planning as well as various compartmentalized plans for education planning, retirement planning, tax efficient investing, estate planning, and living benefits.
Kimberley is able to provide information on group benefits plans, life insurance, disability insurance, critical illness insurance, mutual funds and GICs.
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