Team Members
Nathanael PyeBranch Office Administrator
FINANCIAL ADVISOR
Kim MacInnis
55 Water Street, Charlottetown, PE C1A 1A3opens in a new window
Focus Areas
- Wealth strategies
- Retirement savings strategies
- Estate and legacy strategies
- Retirement income strategies
- Wealth protection strategies
- Business retirement plans
About Kim
Trusted advice for life, legacy, and what matters the most.
What do you want your wealth to achieve? Let's build a plan that reflects your values, protects your future, and empowers your family.
As a financial advisor to high-net-worth individuals and families. I offer more than just investment strategies, I offer clarity, structure, and long-term partnership. Whether you are preparing for retirement, navigating a life transition, managing generational wealth, or leading a successful business, I'm here to help simplify complexity and align your finances with what matters the most to you.
My clients include successful entrepreneurs, professionals, retirees, widows and women navigating major...
What do you want your wealth to achieve? Let's build a plan that reflects your values, protects your future, and empowers your family.
As a financial advisor to high-net-worth individuals and families. I offer more than just investment strategies, I offer clarity, structure, and long-term partnership. Whether you are preparing for retirement, navigating a life transition, managing generational wealth, or leading a successful business, I'm here to help simplify complexity and align your finances with what matters the most to you.
My clients include successful entrepreneurs, professionals, retirees, widows and women navigating major...
Personal Interests
- Animal Rescue
- Hiking
- Horseback Riding
Upcoming Events
July 8 08:00PM 09:00PM
Sun Life Global Investments: Legacy Planning - Virtual
Sun Life Global Investments: Legacy Planning - Virtual
Learn MoreAugust 14 08:00PM 09:00PM
Mackenzie Investments: 5 Steps to Estate Planning - Virtual
Mackenzie Investments: 5 Steps to Estate Planning - Virtual
Learn MoreSeptember 11 08:00PM 11:00PM
Fidelity Investments: Tax-Smart Investing for Business Owners and Measures for Private Corporations - Virtual
Fidelity Investments: Tax-Smart Investing for Business Owners and Measures for Private Corporations - Virtual
Learn More
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
CharlottetownMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More