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Relatable. Approachable. Authentic.
Kim is a Certified Financial Planner (CFP®) and holds a Bachelor of Management degree from the University of Lethbridge. A firm believer in lifelong learning, she continually strives to improve and pursues deep expertise by keeping up with industry trends and relevant planning strategies.
An advisor who understands your business’s needs
A cattle rancher herself, Kim knows life in rural Alberta where many of her clients have built their businesses and raised their families. She has an extensive background working with small businesses, farmers and ranchers and oil and gas service companies. This unique insight, enhanced by a genuine interest in her clients’ lives and a reputation for being friendly and down-to-earth makes her an advisor people can relate to.
A personalized approach
With more than 22 years of experience, Kim’s passion is getting to know her clients and working closely with them to understand what they’re saving for. Be it traveling the world, saving for a dream home on the lake, a child’s education or simply a worry-free financial future, Kim creates customized financial solutions that turn today’s dream into tomorrow’s reality.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.