Kim Schultz Email & Phone Number

Kim has retired from an exciting career in the financial services industry which began in 1986. She graduated with an Honours degree in Management and Economics. Kim has also received her designation as a Canadian Investment Manager (CIM) as well as earning the distinction of a Fellow of the Canadian Securities Institute (FCSI), the highest designation granted by the institution. Kim was previously an Assistant Branch Manager but later changed her focus to managing client relationships as a member of the Ridd Schultz Wealth Advisory Group. She was a Portfolio Manager offering discretionary investment management, options trading and in addition was a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. While with the BMO Financial Group, her role was designed to provide for the more complex needs of sophisticated clients. It allowed Kim to partner her expertise, with that of other specialists within in the BMO Financial Group as well as a other outside specialists and life management professionals.Previous specialties: Dedicated to providing clients with an outstanding level of knowledge and personal service. Provided investors with timely investment and financial advice, designed to their specific circumstances and financial objectives.

Listed skills include Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, and 11 others.