Kim brings a wealth of expertise to the team, with over 30 years of experience in the financial services industry. Since joining the team in 2006, she has continuously expanded her skill set, becoming securities licensed in 2020 and completing the Wealth Management Essentials program in 2023. Her dedication to professional growth ensures she remains at the forefront of industry best practices.

As a Wealth Management Assistant, Kim works closely with Michael and the team to provide comprehensive wealth management advice and an exceptional client experience. Her keen attention to detail, strong analytical skills, and innovative problem-solving abilities play a vital role in optimizing client outcomes and enhancing the team's operational efficiency.

Kim is passionate about building lasting client relationships and takes pride in delivering personalized service that aligns with each client’s financial goals. Her commitment to excellence and client-first approach make her an invaluable asset to both the team and the clients they serve.

Away from the office, Kim enjoys discovering new restaurants and hosting family dinners. She also loves gardening, unwinding with her beloved dog Max, and getting lost in a good book.

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