Originally from Edmonton, Kristen obtained her Bachelor of Arts Degree from the University of Alberta in 1992 and she moved to Vancouver to enter the investment industry soon after.
In 1999, she joined the Dattani Wealth Advisory Group at TD Wealth. Kristen is fully licensed for trading and options and has extensive client service experience, paying meticulous attention to detail. Understanding the unique needs and circumstances of each client are important to her in order to provide the highest level of service. Her role is to support the team by providing quality client service and administration.
Kristen lives in Tsawwassen with her husband, two sons and a Beagle rescue. In addition to spending time with her family, she enjoys traveling, cycling, tennis, gardening and yoga.
Adopted at the age of 6 from Korea, Kim was raised in White Rock and obtained her diploma in the Global Make Up program from Blanche MacDonald Centre in 1999. In 2014, she joined the Dattani Wealth Advisory Group after working for 10 years with TD Canada Trust. In retail branches she held various roles ranging from Customer Service Representative, Customer Relations Coordinator and Financial Services Representative. She brings knowledge and experience from the retail side of banking to further provide a high level of service to each of our clients.
Kim lives in Vancouver with her husband and has two grown step sons who are currently attending UBC. She enjoys travelling (mostly to Hawaii), spending time walking the Stanley Park seawall and Granville Island, when the weather is cooperative, shopping, and eating a wide variety of foods.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.