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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.
Outside of the office, Kerry enjoys anything that is considered active. She runs, hikes and has recently taken up roller skating. Kerry also enjoys spending time with friends and will often be found hosting friends for dinner alongside her wonderful husband, Brett, who is an excellent cook. When not hosting, they spend many peaceful hours in their lovely garden.
Best concert ever attended?
Fleetwood Mac in Vancouver, I met Mick Fleetwood at a restaurant the night before the concert. He was lovely and it was a cool experience.
I can’t live without my…
My fitness room and fitness equipment.
French and Italian red.
What is your favourite Canadian City other than Victoria?
Ottawa, I always feel like singing Oh Canada when I am there.