ABOUT
ABOUT
ABOUT
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Meet The Team
Kristi Ames
Certified Financial Planner
Kristi is an independent Certified Financial Planner with more than 15 years of experience in the industry. She has assisted and empowered hundreds of clients to better their financial future during her career. Kristi is proud to be a Partner at ClearPath Wealth Management, a Kelowna-based firm where she is surrounded by a strong and knowledgeable team of experienced advisors. Since 2015, she has also worked with Manulife Securities Investment Services.
Kristi is passionate about financial planning. She believes that people have the potential to take control of their future through knowledge and awareness. This perspective was instilled in her from a young age, specifically from her mother, who was also an advisor for 20 years.
Earning a Bachelor of Commerce degree as a Finance major was just the start of her financial education. Kristi also maintains the highly accredited Certified Financial Planner designation, and she is both a licensed mutual fund advisor and licensed life insurance advisor in BC, Alberta, and Ontario. Kristi is committed to ongoing education due to her desire to provide exceptional products and services to her valued clients.
Kristi has a wonderfully supportive husband, two energetic girls, and they love living in the beautiful Okanagan.
Direct Phone: (236) 420-5835
Trishanna Stewart
Administrative Assistant
Trishanna started her career in the financial industry as a Member Service Representative at the Jamaica National Bank, after completing a Bachelor’s Degree in Finance at the University of Technology, Jamaica. Trishanna then acquired a Certification in the Jamaica Securities Course to develop her skills and knowledge of the securities market. She was later promoted to Supervisor in the Operations Department at JN Bank where she led her team to enhance their impact on achieving the bank’s goals.
Trishanna is no stranger to Kelowna as she visited several times and fell in love with the city. In 2023, after completing a Graduate Certificate in International Business Management at Seneca College, Toronto, she decided to take a leap of faith and returned to Kelowna with her family.
Her education and professional background provided the ideal foundation for her to provide ongoing administrative support to enhance the client experience.
Trishanna is happiest when she is with her family, reading, creating art and new experiences. She enjoys traveling, exploring new places, and immersing herself in different cultures, music, people, and food.
Direct Phone: (236) 420-5836