Kristen Telle
Associate Advisor
What does wealth management mean to you?
Helping clients make the most of the money they’ve worked so hard for – whatever that means to them. From meeting regularly with you about your financial plan to in-depth analysis of your portfolio design, I ensure your comfort and best interests are always top of mind. Our aim as a team is to make your lives better by delivering meaningful results at every stage in your financial journey, and I look forward to assisting you in any way that I can.
What’s your personal approach?
I take pride in knowing you, your family, and your financial situation in order to deliver sound, trustworthy, and thoughtful investment management advice. I enjoy working in a fast-paced environment alongside a genuinely caring team, and I truly appreciate the wonderful client relationships that make my work worthwhile.
What are you passionate about outside of work?
Most of my time is spent alongside my husband, Devon, as we chase after our young daughter, Alice. We enjoy camping, hiking, and following our favourite hockey and baseball teams, often travelling to different cities to check out the stadiums and watch a game. Needless to say, our hearts are broken by our beloved Calgary Flames and Toronto Blue Jays year after year. Inspired by our cat, Milo, and our love of animals, most of our charitable efforts are focused on supporting the Calgary Humane Society and other animal-related charities.
Career and accomplishments
- Bachelor of Commerce in Finance from the University of Calgary
- Completed the Canadian Securities Course and the Wealth Management Essentials course