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.

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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.

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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.

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

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