Investment Funds Advisor

Manulife Securities Investment Services Inc.

Life Insurance Advisor,

ClearPath Wealth Management Inc.

Kristi is a partner at ClearPath Wealth Management and has worked with Manulife Securities since returning home to Kelowna in 2015 after working as a Certified Financial Planner in Calgary for many years. Financial Planning runs in the family as Kristi is the daughter of Doreen Smith and also the successor to Doreen’s 20 year career as a Certified Financial Planner and now works with her many valued clients.

Graduating with a Bachelor of Commerce degree from the University of Alberta in 2005 with a major in Finance, Kristi also received her Certified Financial Planner designation in 2009. Kristi is both a licensed mutual fund advisor and licensed life insurance advisor in BC, Alberta & Ontario.

Understanding that every family’s financial dynamic is different, Kristi enjoys working with and advising clients on investments, cash flow planning, life & disability insurance, tax & estate planning and comprehensive financial planning.

Kristi and her husband Tim live an active lifestyle with their 2 daughters and love calling Kelowna home.

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

Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund. Manulife Securities Investment Services Inc. is a Member MFDA IPC

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
Manulife Securities Incorporated / Manulife Securities Investment Services Inc. The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically

traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.  Mutual Funds are offered through Manulife Securities Investment Services Inc.

Insurance products and services are offered through ClearPath Wealth Management Inc.  Banking product and services are offered through referral.

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