Kristine Douglas, HBA, CFP®
Kristine has thoroughly enjoyed advising clients and their families on their financial and lifestyle goals for over 22 years. She loves having the opportunity to make a real difference in her clients’ lives and guide them through their life transitions. Kristine is most proud of the team she has assembled over the years and their ability to proactively collaborate with other professionals with a sole focus on their clients’ best interest.
Kristine’s highly personalized approach to working with her clients establishes enduring relationships. Clients greatly value her advice, problem-solving skills, and implementation of a variety of financial solutions. She best helps those who truly care about proactively planning for their financial success along with simplifying and organizing their financial affairs. Her disciplined approach to building and protecting her clients’ wealth, combined with her values of hard work, integrity, and compassion towards people, has brought much success and peace of mind to her clients’ lives.
Kristine has also shared her financial knowledge with the broader public in TV interviews and talk shows on CBC’s The National, Newsnet, and iChannel. She donates her time and expertise through the Junior Achievement of Central Ontario Program teaching children and teens about money management. Prior to being in the financial services industry, she spent four years in corporate marketing divisions of Kraft Foods and Nabisco companies.
Kristine holds the CERTIFIED FINANCIAL PLANNER® designation which is the most widely recognized financial planning designation in Canada and worldwide. It provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. She strongly adheres to a professional Code of Ethics and pursues continuous learning opportunities each year in the financial, tax and estate planning fields.
Kristine graduated from the Richard Ivey School of Business, Western University with an Honors Business Degree.
Insurance products available through Kristine Douglas.