Kristine Douglas HBA, CFP®

Every Life Story Is Unique.

It’s this story – your story – that clearly defines what successful wealth management and financial freedom would look like for you.

Because of this, our starting point is always with your story.

We listen thoughtfully and ask questions – lots and lots of questions.

We will get to know the real you and what matters most to you.

Sharing your story with us is the first step in becoming part of our family.

We want to listen to YOUR STORY.

What Do You Value?

When it comes to your wealth and living a meaningful life, do you value a professional who:

Listens carefully to what matters most to you – this extends beyond your money

Uses their expertise and experience to provide sensible guidance for you and your family

Simplifies, organizes and coordinates all aspects of your wealth management

Brings a spirit of optimism and enthusiasm to everything they do

Encourages your active participation in important decisions along the way

Is completely honest with you – even if at times, it’s difficult to hear

Is consistent and accountable to keep you on track to achieving your life goals

Has a trusted team of professionals who work together in your best interests

Through hearing your story, we determine whether we hold shared beliefs and values. Most often, this forms the basis of a trusting long-term relationship where we will take exceptional care of you and your family.

We look for alignment with YOUR VALUES.

Your Life Path is a reflection of choices and circumstances.

You are bound to experience life events and circumstances that will affect your wealth management and quality of life – some of which you expect, others perhaps not.

Because we listen carefully to your story and understand your values, we will simplify, organize and coordinate all aspects of your wealth management to keep you on your ideal path.

Your Life Path may include:

Planning for a Career Change or Retirement

Starting and/or Selling a Business

Starting a Family

Planning for Your Legacy and Charitable Giving

Receiving an Inheritance

Buying a Recreational Property or Funding a Lifetime of Travel

Managing a Serious Health Crisis – Your Own or Someone You Care About

We want to understand your ideal LIFE PATH.

We’ve been listening to meaningful stories for over 20 years.

We are delighted and very proud of the positive impact we’ve had on the lives of others.

A Story of Integrity & Honesty

I highly recommend Kristine as a Financial Planner and Advisor. I have complete faith in her integrity and honesty. Kristine worked very hard during some difficult times in the markets and has been great in explaining her views and strategies. I have been a client for 18 years and her integrity has given us a great peace of mind over our wealth.

H.F. from Toronto

Client Since 2000

A Story of Exceeding Expectations

Kristine has been my financial advisor for 16 years and I can only say great things about her. Kristine is a pleasure to deal with and the level of customer service and professional financial advice I receive always exceeds my expectations. I have been recommending Kristine to acquaintances for many years now with complete confidence.

K.M. from Toronto

Client Since 2002

A Story of Knowledge & Trust

Kristine is a pleasure to work with and brings a great deal of knowledge to the table. I have complete trust in her ability to make good recommendations and in an timely and useful manner. I can’t believe it has already been so many years, but I certainly hope for many more as her client.

C.H. from Toronto

Client Since 2003

A Story of Transparency & Professionalism

We have been working with Kristine since 2009. She and her team are integral to managing our financial assets and retirement income and we value her transparency and explanation of our investment portfolios. We rely considerably on her professional judgement and balanced view of the financial world and greatly appreciate her advice and focus on our estate planning needs. Kristine is responsive, calm and thorough. We have recommended Kristine to a number of friends and would not hesitate to recommend her again.

J.B., Senior Vice-President, Hatch

Client Since 2009

A Story of Knowledge & Trust

C.H. from Toronto

Client Since 2003

A Story of Professional Advice & Commitment

Kristine provides sophisticated solutions with understandable methodology and offers ongoing professional advice and counsel. She believes in establishing, building and nurturing relationships and does so with her team, her associates and most certainly with her clients. A highly trained financial professional, Kristine is committed to working in the best interests of those she serves, and she uses and integrated team approach to her planning practice, incorporating taxation, insurance and business specialists to ensure the unique needs of her clients are furnished – an approach designed to produce effective, long-term results.

Micheline Varas, Senior Vice-President, Customplan Financial

Consultant to Kristine for over a decade

A Story of Expert Knowledge

Kristine has provided me with financial advice and managed my investment portfolio for 14 years. She has provided consistent expert knowledge and created a financial strategy for my partner and myself. My experience with previous financial planners was not great, but Kristine has produced consistently excellent results. She is very personable and is very responsive to my needs. I highly recommend her.

R. McConkey, Principal Consultant at RAMCC Consulting Inc.

Client Since 2004

Every Life Story Is Unique.

What Do You Value?

When it comes to your wealth and living a meaningful life, do you value a professional who:

Your Life Path is a reflection of choices and circumstances.

A Story of Integrity & Honesty

A Story of Exceeding Expectations

A Story of Knowledge & Trust

A Story of Transparency & Professionalism

A Story of Knowledge & Trust

A Story of Professional Advice & Commitment

A Story of Expert Knowledge

Learn More About Our Story