Kimberley prepares personal financial projections and is passionate about helping people understand their financial situation. Kimberley can address questions about saving for retirement or other goals, debt repayment, drawing income during retirement, tax and estate planning information, and many other areas. As part of Odlum Brown Financial Services Limited, Kimberley helps clients connect their big-picture goals with their saving, income and investment strategies.
Kimberley grew up in Kelowna and moved to Victoria to attend the University of Victoria, where she completed her Bachelor of Commerce degree. Kimberley joined Odlum Brown after graduation and worked as an Investment Assistant for nearly a decade. After taking a few years off to spend time with her young children, Kimberley returned to the Victoria office as a Financial Planner. Kimberley earned a spot on FP Canada’s™ President’s List when she achieved the second highest mark on the May 2021 CFP® examination, and attained her CERTIFIED FINANCIAL PLANNER® designation in 2022.
Outside of work, Kimberley is a new, but avid, gardener and appreciates that Victoria’s climate allows her to spend time in her garden (nearly) all year round.