People’s ability to do harm to their own capital is greater than ever. Kandis provides peace of mind around the complex issues that arise for families with significant financial wealth through personalized strategies for investment, retirement, tax, estate, and charitable planning.
In the wealth management profession, there is no substitute for ‘Time-in-the-chair.’ Kandis began her career at RBC Dominion Securities in 1997, approaching her work with intense focus and commitment to making a positive difference for clients.
A typical day is spent monitoring investments and markets, adjusting client plans when needed and spending time with clients to keep them informed as we navigate the risks and rewards of the markets.
When not at her desk, you could likely find Kandis kayaking, gardening, playing volleyball, or spending time with family and friends.