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.