Kim helps individuals and families committed to their retirement and looking to live comfortably by providing clear, straightforward financial advice. She strives to help clients faced with the challenges of wealth build financial security so they can live their financial lives on their terms.
With over 2 decades of experience, Kim started in the financial industry in 1994. In 2015 she teamed up with her brother Sean at RBC Dominion Securities to focus on wealth management for their clients. She earned her Registered Retirement Consultant (RRC) designation thru the Canadian Institute of Financial Planning and continuously educates herself as part of her quest to fully serve clients.
Born and raised in the Okanagan, Kim and her husband Steve relocated with their children, Isabella and Kane, to Calgary in 2012. When they are not spending time swimming and golfing at their camping lot, they are busy running from one activity to another. She values the importance of finding time for all that is really important and this fuels her passion to help clients clearly define strategies so they have the time and financial resources to do what is truly important in their lives.