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Using proven wealth management strategies, Krista collaborates with her clients – high net worth families, executives, entrepreneurs and professionals - to build tailored wealth plans that help fulfill their dreams and achieve their financial goals. A Certified Financial Planner (CFP) since 1998, Krista understands the value of advice to build financial security, and to preserve lifestyle through retirement. She builds deep connections with her clients, recognizing each client’s unique perspective. Krista appreciates that goals and circumstances will evolve with time, and that financial plans must adapt to meet her clients’ changing needs. Exceptional service and trusted advice are the hallmarks of her success.

In Krista’s 25 years with the CIBC Group, she has developed an extensive network of experts who are available to her clients, in the areas of Private Banking, Financial Planning, Insurance, Estate and Trust Planning. In addition to the CFP, she has earned the Chartered Investment Manager (CIM®) and Registered Retirement Planner (RRC) designations.

Krista was born in Kingston, Ontario. She now resides in the Beaches area of Toronto, with her husband, Daniel, and two children.

Outside of the office, Krista enjoys morning runs, cycling, and camping. She also has a passion for hiking, and climbed to Mount Everest Base Camp - with an eye on Kilimanjaro for her next major challenge. Krista is also an avid supporter of Queen’s University, the Ride for Heart, Canadian Blood Services, and CIBC’s One for Change.