Kim handles the day to day administration so that operations run smoothly and you are kept up to date. Several other key duties Kim fulfills is processing all your documentation, opening accounts, and ensuring payment/withdrawal requests are efficiently processed. Kim maintains great relationships with clients and is your first point of contact for any administration needs.
Born and raised in St. Catharines, Kim has spent many years in the financial industry in positions ranging from Financial Advisor to Manager Customer Service before joining Bosak Wealth Management. Kim began her career in the financial services industry in 2004 and joined RBC Dominion Securities in August of 2016. She is a fully licensed Associate and a well-organized, detail oriented member of the team who thrives on providing the best service and experience for clients.
Outside the office, Kim loves giving back to the community which is why she donates time, funds and food/clothing to several charities such as the Canadian Cancer Society, Big Brothers, Big Sisters and Community Care, just to name a few. Kim, her husband Mike, their daughter Ellie and dog Ginny, reside in the Niagara region where they were born and raised. Kim also likes to keep fit and enjoys doing outdoor activities with her family including running and biking. She also enjoys skating, playing volleyball and when she finds the time, she loves baking custom treats for family and friends.