Work History
Edward Jones
Edward JonesNovember 2021 to CurrentTD Waterhouse
TD WaterhouseJanuary 2019 to November 2021
FINANCIAL ADVISOR
Timothy Kim
CFP®
1708 Dolphin Avenue, Suite 810, Kelowna, BC V1Y 9S4opens in a new window
Focus Areas
- Estate and legacy strategies
- Wealth strategies
- Retirement income strategies
- Retirement savings strategies
- Wealth protection strategies
- Intergenerational planning
About Timothy
I like to make a difference. It's why since 2006, I've served as a volunteer firefighter in Lake Country, helping my neighbors prepare for emergencies and coming to their aid when the unthinkable happens.
Making a difference is also why, in 2010, I became a Financial Advisor. I get to guide clients toward the positive steps that empower them to feel a sense of purpose and have a meaningful understanding about their financial future. And I help them prepare for – and weather through – life's inevitable emergencies that can threaten their financial well-being.
After we explore and prioritize the...
Making a difference is also why, in 2010, I became a Financial Advisor. I get to guide clients toward the positive steps that empower them to feel a sense of purpose and have a meaningful understanding about their financial future. And I help them prepare for – and weather through – life's inevitable emergencies that can threaten their financial well-being.
After we explore and prioritize the...
Work History
Edward Jones
Edward JonesNovember 2021 to CurrentTD Waterhouse
TD WaterhouseJanuary 2019 to November 2021
Personal Interests
- Volunteering
- Wine Collecting/Enthusiast
- Hockey
- Outdoor Enthusiast
- Golfing
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 06:00PM |
| Mon | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 06:00PM |
| Mon | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
KelownaMore to explore
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