Kristi has worked in the financial services industry for over 5 years and has been an integral part of the Nestibo Wealth Management of RBC Dominion Securities since 2016. Dedicated to providing knowledgeable advice to clients, Kristi has obtained the CSC and CPH accreditations from the Canadian Securities Institute.
Kristi manages the client service and administrative side of our business and is the first point of contact for all of our clients’ various needs. Providing exceptional service to our clients drives everything Kristi does. From following-up on client inquiries, preparation of documents and reports, withdrawal and deposit requests, follow-up on all transactions, as well as scheduling client meetings, Kristi’s attention to detail helps this side of our business run smoothly.
Away from the office, Kristi enjoys going to the lake, camping and spending time with family and friends.