Know your advisor: CIRO Advisor Report
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Knowledgeable, Dedicated, Approachable.
Kimberlee Davis is a Senior Private Banker based in Southern Alberta. Kimberlee earned her MBA from Dalhousie University and is a CERTIFIED FINANCIAL PLANNER® professional. Kimberlee brings more than 27 years of experience to her role.
Experience Across Industries and Life Stages
For Kimberlee, the true measure of a successful client relationship is being the person clients think of when something significant happens in their lives, financial or otherwise. She strives to build lasting relationships founded on trust, exceptional service, and a genuine understanding of each client's goals. Whether working with business owners, professionals, or families, Kimberlee provides thoughtful financial planning and wealth management advice tailored to each client's unique circumstances and aspirations.
Outside the Office
Beyond the office, Kimberlee owns and operates a cattle ranch where she and her family show purebred Hereford cattle.
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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My team
Connect with members of my team.
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