Kaylyn is a Financial Advisor at Raymond James, Kelowna corporate branch. She is committed to helping her clients achieve their financial goals. Specializing in financial planning, Kaylyn works with clients to design investment portfolios to meet their individual needs.
Before joining Raymond James as an Investment Funds Advisor, Kaylyn worked at another financial services firm for four years, where she served as a Senior Associate Advisor. She also held the position of Branch Manager with one of Canada's major financial institutions. Additionally, she currently holds her Certified Financial Planner designation, Mutual Funds license, and Branch Manager's designation.
Originally from Victoria, B.C., Kaylyn currently resides in Kelowna, B.C. She enjoys spending time with her husband and their two daughters. When she is not working with clients, Kaylyn enjoys camping, fishing, hiking, and the great outdoors.