Team Members
Rosemary OsztertagSr. Branch Office Administrator
FINANCIAL ADVISOR
Kristin A Burns
EPC™, CPCA®, DFSA™
9 Borealis Ave, Suite 6, Aurora, ON L4G 0R5opens in a new window
Focus Areas
- Retirement savings strategies
- Wealth strategies
- Estate and legacy strategies
- Business owner considerations
- Intergenerational planning
- Divorce finances
About Kristin
"Look for the helpers. You will always find people who are helping." – Mr. Rogers' Mother
Those closest to me would say that I am a helper by nature. I believe it's the reason I became a Financial Advisor. I have always enjoyed listening to people and developing relationships built on understanding, trust, integrity and respect.
As a Financial Advisor, I have the privilege of partnering with my clients to realize their long term financial goals. Together, we discuss what is truly important to them. We focus on goals they would like to realize for themselves, their family and their business....
Those closest to me would say that I am a helper by nature. I believe it's the reason I became a Financial Advisor. I have always enjoyed listening to people and developing relationships built on understanding, trust, integrity and respect.
As a Financial Advisor, I have the privilege of partnering with my clients to realize their long term financial goals. Together, we discuss what is truly important to them. We focus on goals they would like to realize for themselves, their family and their business....
Personal Interests
- Spending Time with Family
- Traveling
- Cycling
- Culinary Arts
- Gardening
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 07:00PM |
| Mon | 09:00AM - 07:00PM |
| 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 - 07:00PM |
| Mon | 09:00AM - 07:00PM |
| 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 |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(905) 713-3338Fax
(877) 479-3161Office Address
9 Borealis AveSuite 6
Aurora, ON L4G 0R5
Location
AuroraMore to explore
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