What do you want most in life? Let's make it happen!
I became a financial advisor so I could make a difference in people's lives – I want to truly understand what is important to my clients. Everybody has a different story. I personally get to know and understand all my clients because personal relationships make me a better financial advisor for them.
I bring solid advice and guidance to the table. It's based on your risk tolerance and goals, and a quality mix of investments that we hold for the long term. We want to reach your life's goals, not chase hot fads.
I started my financial advisor career with Scotia Bank and then Wellington West (which was bought out by National Bank Financial). When the National Bank Financial branch closed, I wanted to stay in the community, so I sought out my next move. Edward Jones won hands down because we share the same philosophy – work in the best interest of the client rather than ourselves, our company or any shareholders.
I work closely with Wendy, our branch office administrator, who recently moved from Ontario, where she worked with Edward Jones for 12 years. Our branch offers a family-friendly environment with exceptional service.
My parents taught me financial literacy. My dad is a Chartered Accountant, and my mom can save money like no one else. In high school, my dad taught us to research and choose a stock. Then he paid to buy it and when we chose to sell, we returned his costs and kept any profits. It was a great lesson in understanding good value.
Outside of work, I am my 9-year-old daughter's chauffeur. She's athletic and outgoing, and I'm her No. 1 fan. I also love to train my dogs, hiking, working out & time at the beach. We live on a property with a zoo of sorts – 4 horses, 3 dogs and 5 cats.
I am blessed with a lovely life. I love my family, my clients & what I do, and I really want to do what is right for people. When I leave work, I go home and I'm happy.
How can I help you realize your own dreams?
Focus areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Business Retirement Plans
My Personal Interests
- Animal Rescue
- Hiking
- Horseback Riding
Office Information
Phone Number
Kim MacInnis at (902) 367-3309Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
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