B.Comm. (Hons), PFP, CIM
Sales and Marketing Centre, Mid-West Region
In 2007, Kristin completed a Bachelor of Commerce (Honours) Degree in Actuarial Mathematics & Finance at the University of Manitoba. Since then, she has completed many courses through the Canadian Securities Institute, earning a Certificate in Retirement Strategy, a Certificate in Advanced Investment Advice, the Professional Financial Planning (PFP) Designation, and the Chartered Investment Manager (CIM) Designation. In addition to these academic accomplishments, Kristin notes the following: "I've also been fortunate enough to participate in an industry leading training program through BMO Nesbitt Burns where I was certified as a Wealth Advisor. This program enabled me to deepen my understanding of the broader needs and issues faced by today's High Net Worth families and how to best address them." With over a decades experience in the financial services industry, Kristin has gained experience in: Canadian and U.S. personal banking and lending, retail and institutional investment account management and supervision, portfolio analysis, security research and trading and wealth advisory; including financial, retirement and estate planning. Kristin is a very self-motivated and driven individual who loves learning and growing professionally. She has developed an understanding of a vast range of aspects within the financial services industry, which has built a strong foundation of knowledge that she enjoys sharing with others. "Maintaining a balanced lifestyle is very important to me; outside of the office I enjoy travelling, going to the gym and volunteering my time teaching Zumba fitness classes. Most importantly I enjoy every moment spent with my handsome sons: Syrel and Kaylem." Kristin is customer service focused and a firm believer in investor education. "As your securities specialist, I will provide clear and understandable recommendations to make informed investment decisions enabling you to remain in control of your finances and on the path to preserving and growing your wealth".