Kerry’s passion for delivering thoughtful, personalized planning and investment solutions in a clear, approachable way is palpable — and it’s one of the first things clients notice when they meet her.
With over a decade of experience in the wealth management industry, she has advised countless families, professionals, and entrepreneurs, helping them create tailored strategies that evolve with their lives, businesses, and legacies.
Kerry holds the Chartered Investment Manager (CIM®) designation — the Canadian industry standard for discretionary portfolio management — which ensures she’s qualified to evaluate and manage every aspect of a client’s investment portfolio with care and expertise.
She also holds the Fellow of CSI (FCSI®) designation — one of the most prestigious credentials in Canadian financial services — reflecting her deep industry knowledge and unwavering commitment to leadership, integrity, and client success.
Outside the office, Kerry leads an active lifestyle with her Bernese Mountain Dog, Bo. She’s an avid reader, music enthusiast, and passionate traveler who’s always planning her next great adventure. Known for her creativity, Kerry also enjoys hosting dynamic client events like golf clinics and self-defense seminars — because she believes financial planning should be as engaging and empowering as the people she works with.
