Kristan Sears
Investment Advisor
Kristan brings more than 15 years of direct financial markets experience to her wealth management practice. Her foray into the financial industry began at age 17, when she worked as a summer student on the floor of the Toronto Stock Exchange. Kristan remembers feeling excited to finish her degree at the University of Western Ontario so she could get back to the markets: “I am still excited about the markets, and want my clients to feel as engaged, confident, and proud about their financial well-being as I do.”
In her current role, Kristan draws on her breadth of knowledge to help clients build and preserve their wealth by safeguarding and enhancing their assets. She begins by developing an understanding what is most important to her clients, and then takes a disciplined approach to constructing a customized and comprehensive financial plan.
Working closely with her clients, Kristan sets realistic and well-aligned strategies to help them achieve their goals with a keen awareness to any changes in their lives along the way. She helps each client turn any fear during volatile markets by managing the deep emotional ties we have with money and turning it into excitement about the future.
Away from work, Kristan enjoys sharing time with her family and friends travelling, going to theatre, spending time outdoors, and hitting the road for a cycle encouraging others to join in the fun.
