Kimberly’s journey in financial services began unexpectedly. Originally studying Small Business Management with plans to run her own business, her career path took a turn during a work placement at a financial planning office. What started as a role organizing files quickly grew into a passion for helping clients achieve financial peace of mind. Inspired by the rewarding nature of the work, she pursued further training and, in 2005, completed the Canadian Investment Funds Course and the Branch Manager Examination from The Investment Funds Institute of Canada. These programs equipped her with essential tools to support clients and the team in an efficient, compliant manner.
Today, with over 25 years of experience, Kim is proud to say she loves what she does. She credits her clients for teaching her invaluable lessons and finds immeasurable joy in being a part of their financial success and security. Dedicated and passionate, Kim brings unwavering support to the Cornerstone Capital Financial Group team and clients each day, helping to make financial planning a seamless and reassuring experience.
