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KRISTI AMES, B.Comm, CFP

Financial Advisor

Manulife Wealth Inc.

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Insurance Advisor

ClearPath Wealth Management Inc.

Kristi is an Investment Funds Advisors who holds a Certified Financial Planner® designation with more than 15 years of experience in the industry. Kristi is proud to be a Partner at ClearPath Wealth Management Inc, a Kelowna-based wealth management firm where she is surrounded by a strong and knowledgeable team of experienced advisors.

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Kristi is passionate about wealth management and has assisted and empowered hundreds of clients to better their financial future. She believes that people have the potential to take control of their future through knowledge and awareness. This perspective was instilled in her from a young age, specifically from her mother, who was also an advisor for 20 years.

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Earning a Bachelor of Commerce degree as a Finance major was just the start of her financial education. Kristi currently maintains the Certified Financial Planner designation which is the most widely recognized financial planning designation in Canada. She is also an Investment Funds Advisor at Manulife Wealth Inc. and Life Insurance Agent at ClearPath Wealth Management Inc.

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Kristi and her husband, Tim, live an active lifestyle with their two energetic girls and they love living in the beautiful Okanagan.​

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Direct Phone: (236) 420-5835 I Direct Fax: (236) 420- 5845

Office Phone: (250) 860-7144 I Office Fax No. (778) 484-5083

ClearPath Wealth Management is a trade name used to carry on business related to life insurance and stock, bonds and mutual fund products. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are sold through ClearPath Wealth Management Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.

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