Kerry Foord
CFP®, CIM®, FMAWealth AdvisorClient Relationship Manager
kfoord@nicolawealth.com|236-326-2605
Overview
Kerry is a Wealth Advisor based in Victoria, BC. Her greatest passion is working with people.
Kerry loves building relationships with clients and enjoys being their “go-to” person. Every client is an individual who has goals and dreams that they want to achieve. Kerry’s primary goal is to uncover those individual goals and work together with clients to achieve them.
With over 25 years of experience in financial planning, Kerry has worked at two of Canada’s five largest chartered financial institutions. Most recently, Kerry spent 12 years exclusively serving Canadian physicians and their families at a national specialty wealth management firm.
Kerry holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA) designations.
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