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Kim MacInnis, Financial Advisor

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Estate and legacy strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Business retirement plans

About Kim

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...

Personal Interests

  • Animal Rescue
  • Hiking
  • Horseback Riding

Team Members

  • Nathanael Pye
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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

More to explore

My priorities

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