Meet The Team

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.

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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.

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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.

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Kristi has a wonderfully supportive husband, two energetic girls, and they love living in the beautiful Okanagan.

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Direct Phone: (236) 420-5835