Certified Financial Planner
Copyright 2011. All rights reserved
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Godfrey Morrow Insurance & Financial Services Ltd.
#102, 708 - 11 Ave SW
Calgary, AB T2R 0E4
"Someone is sitting in the shade today because
someone planted a tree a long time ago."
WHAT IS FINANCIAL PLANNING?
Financial planning is for everyone and applies to every stage of life. Financial planning is a process of developing goals, identifying options and implementing solutions specific to you. It is a constantly changing process that adapts and evolves with your changing life.
We all have goals and dreams. We also have families, careers and social lives which leaves little time to learn, organize and plan our financial future. Working with a Certified Financial Planner gives you access to the professional and timely advice needed to make proper financial decisions.
My Mission is to build long term relationships with individuals, families and businesses and provide knowledgeable financial advice for every stage of your financial life.
Kristi's Bio & Background
Kristi joined the financial services industry in 2005 after achieving her Bachelor of Commerce in Finance from the University of Alberta. After receiving her Mutual Funds License in 2006 and her Life Insurance License in 2007, Kristi also received her Certified Financial Planner designation in 2009 and continuously seeks higher education.
Kristi is passionate about helping clients of all ages and backgrounds organize their financial affairs through solid financial principles and by providing further understanding of the products available in the marketplace.
A resident of Calgary, Kristi is married to her wonderful husband Tim and enjoys being physically active in and around the city. She is also active in her community and holds executive positions in various local organizations and clubs.