Kristi has worked in the financial services industry since 2013 and has been an integral part of Nestibo Wealth Management of RBC Dominion Securities since 2016. Dedicated to providing knowledgeable advice to clients, Kristi is a licensed associate after having completed the CSC and CPH accreditations through the Canadian Securities Institute.
In her role, Kristi focuses on all aspects of client service and in assisting clients with meeting their wealth management goals through account management, meeting preparation and documentation. To ensure we are providing the the highest level of service, Kristi is responsible for scheduling your portfolio and wealth management reviews and making sure everything is running smoothly on the administrative side of your accounts.
Away from the office, Kristi enjoys going to the lake, reading, exploring the world of interior design and most of all, spending quality time with her son and family.
