Kirsty is the principal financial advisor for Willow Wealth Management of Raymond James Ltd., looking after the day-to-day financial needs of her clients and ensuring that their individual goals and values are aligned with their investment strategy. Because she enjoys practicing a personalized and holistic approach to managing wealth, Kirsty’s investment philosophy is based on open communication, trust and exceptional service.
Understanding your unique situation is the first step toward building your customized plan. Kirsty takes the time to get to know you, your individual circumstances and your future goals. Once these are fully understood, she develops a strategic wealth plan tailored to fit your needs. Drawing on a broad industry network, Kirsty recognizes the value of working with other professionals and, with your consent, will work closely with your accountant and lawyer to maximize the expertise and value she can offer you.
To benefit fully from the customized planning approach Kirsty and her team offer, her clients typically have portfolios valued at greater than $500,000.
Originally from Toronto, Kirsty earned a B.A. in political Science from the University of Western Ontario. In 1988, after extensive travel around the world, Kirsty began her career in the financial services industry. With a diverse background in trading, financial and wealth management, Kirsty has a well-rounded appreciation of the industry. She is committed to professional development and is currently working towards her Certified Financial Planner (CFP®) designation.
Since Kirsty believes in giving back to the community, and she is very active in philanthropic endeavors. She sits on the executive fundraising committee of the Juvenile Diabetes Research Foundation, a cause very close to her heart. Among other recent philanthropic activities, in 2016, Kirsty spearheaded a very successful first fundraiser at the Oak Bay Beach Hotel for Victoria Women’s Transition House which raised $10,000. In 2017, this event grew in scope to the benefit of Victoria Women’s Transition House and Dance Victoria and raised more than $30,000.
Her free time is spent enjoying her family, music, theatre, reading, keeping fit, and fireside chats.
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