Kristen is a Chartered Professional Accountant (CPA). She holds a Bachelor of Commerce from Memorial University of Newfoundland and has completed all three levels of the In-Depth Tax Course administered by the Chartered Professional Accountants of Canada. Kristen is also a Certified Financial Planner professional.
Prior to joining RBC, Kristen was employed as a tax manager at one of Canada’s leading accounting firms. She specialized in providing personal, corporate, estate planning and compliance services to high-net-worth individuals and their businesses.
Kristen believes that planning is essential in helping clients meet their financial goals. Kristen’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting a comprehensive Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.
