It is important that our clients are aligned with our core values. Our values define every aspect of how we work in partnership with you.

 

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ACCOUNTABILITY

We believe we have a responsibility to simplify, organize and coordinate all aspects of your wealth in an exceptional manner.

We want you to know that you and your family are well taken care of.

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SINCERITY

We believe our sincere interest in you and what matters to you is fundamental to delivering our exceptional experience.

We want you to feel like you are part of our exclusive family.

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SIMPLICITY

We believe it is our responsibility in this fast-paced and complex world to help you completely simplify your wealth management.

We want you to focus on the freedom to live the life you choose.

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EXPERTISE

We believe our decades of experience and professional qualifications are the foundation of the expertise we provide.

We want you to trust the guidance & advice we provide.

 

The purpose of our partnership is to provide you the freedom to live the life you choose…in other words, Live Your Dream.

 

We achieve this by incorporating our core values, our 20+ years of experience, and our unwavering commitment to care for you and your family. In our long-term relationship, we will care for you above and beyond your finances. You will never be just “a number” in our practice because we keep our client families at a manageable level where relationships and service are never jeopardized.

We simplify the complex matters to:

Provide security and comfort to you and your family

Allow you to focus on enjoying life day by day

Help you keep more of your money and protect what you have

Guide you ‘to and through’ retirement

Take care of those who depend on you

Leave a legacy for the people and causes you care most about

Freedom to Live Your Dream

In our view, simplicity promotes clarity which is directly related to accountability and success. Every aspect of our process is designed to promote transparency and to foster understanding. This ultimately leads to peace of mind and the freedom to live the life you choose.

 

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Kristine Douglas

HBA, CFP®
Financial Planner

Kristine has thoroughly enjoyed advising clients and their families on their financial and lifestyle goals for over 25 years. She loves having the opportunity to make a real d...

Lynn Edwards

Senior Client Care Manager

Lynn joined our group in 2006. As a licensed assistant, she helps Kristine with the preparation of client reviews, financial planning and implementation of our Wealth Manageme...

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Kristine Douglas

HBA, CFP®
Financial Planner

Kristine has thoroughly enjoyed advising clients and their families on their financial and lifestyle goals for over 25 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.

Kristine loves her active family life which includes cycling and hiking with Steve, her wonderful husband of 25 years, and their two daughters. They especially enjoy outdoor time at their family cottage in Northern Ontario. Their loyal and loving border collie/black lab, Bean, is always included in their outings. When Kristine is not coaching her clients through their financial lives, she can be found coaching basketball, enjoying family cycling and hiking trips, and cheering on both daughters’ pursuits and interests.

Kristine with family

Lynn Edwards

Senior Client Care Manager

Lynn joined our group in 2006. As a licensed assistant, she helps Kristine with the preparation of client reviews, financial planning and implementation of our Wealth Management Experience. Lynn also provides a check and balance system of all of our financial transactions. Her vast knowledge of the industry and her strong commitment to our core philosophy of caring, compassion and integrity, enables her be a wonderful resource and she delivers an exceptional experience to our clients. Lynn holds a Bachelor’s degree from the University of Western Ontario and many years of experience in her early career at an investment dealer with one of the large Canadian banks.

Born and raised in Toronto, Lynn has strong ties to the Yonge and Lawrence neighbourhood where she successfully raised three wonderful sons. She thoroughly enjoys being involved in her church and loves to walk and play tennis to keep active. Lynn is also Mother-in-Law to three amazing young women and Grammy to three precious grandchildren who have captured her heart and much of her free time.

Lynn in nature with Toronto skyline

Our Consultants

Let's Start a Conversation...

We are committed to working with an exclusive group of exceptional individuals and families.

If you feel your story is a good fit with ours, let's begin a conversation.

Phone: 416-481-3433

Email: info@wealthyplanning.com

3402 Yonge Street, Suite 201,
Toronto, ON, Canada

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