Simplified Financial Advice.
Meet Kim
As our Office Manager, Kim supports the firm’s principals, oversees accounting functions and transactions, manages the support team and handles key operational issues. Her attention to detail and organizational skills help keep the office running smoothly.
Kim attended Ottawa University and has worked with our team for more than 25 years. We regard her as our “stabilizing force” behind the scenes.
Outside of the office, Kim is an avid gardener and proud grandmother of two. She also enjoys writing and has been writing a novel that she hopes to someday finish.
Best piece of financial advice I received:
“A bargain isn’t a bargain unless you need it.”
Favorite book:
“The Black Flower” by Howard Bahr
Something on my bucket list:
Finish writing the novel that is tucked away in a desk drawer
Place I’d most like to visit:
Scotland
Request an Appointment
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
