Find a CEA

I have worked in the finance industry since 2011 and I am passionate about investing and retirement planning.

I have attained multiple designations since starting in the field including: Certified Financial Planner, Chartered Life Underwriter, Certified Health Specialist, Certified Consultant on Aging, Certified Executor Advisor, and my Certified Financial Divorce Specialist. 

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values, clarify their goals, understand their situation. I then create a comprehensive plan and provide a simple checklist that they can follow to achieve their goals.

Consulting, and courses in support of preparing and then living out legacies to ensure families thrive for the long term

Kim is a seasoned advisor with 18 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients.  She believes financial planning goes far beyond the numbers.  She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective.  In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.

Kim lives in Bolton with her husband and 3 daughters.  She is a community advocate and is a proud member of the local chamber and is a past Chair.    

Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), is Life Licensed and an Investment Representative, and a securities licensed Financial Advisor. 

Full service financial planning practice.  We specialized in helping our clients through complex business, tax and estate planning.

We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.

• 24 years of banking experience as front line service staff, financial advisor and mortgage specialist
• will provide assistance to busy professionals with their own, their elderly parents or disabled family member's day to day banking needs- automating bill payments and ensuring automatic deposits or credits are received
• will liase with other professionals involved in financial affairs of clients-accountants, financial advisors, lawyers, bankers or lenders
• will organize records for income tax filing

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA, MFA-P and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University of Toronto. 

I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services