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Kimberly Brown Email & Phone Number
Portfolio Manager, Wealth Advisor and Certified Financial Planner
at
National Bank Financial
1 work email found
@canaccord.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager, Wealth Advisor and Certified Financial Planner
Location
Victoria, British Columbia, Canada
Who is Kimberly Brown? Overview
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Kimberly Brown is listed as Portfolio Manager, Wealth Advisor and Certified Financial Planner at National Bank Financial, based in Victoria, British Columbia, Canada. AeroLeads shows a work email signal at canaccord.com and a matched LinkedIn profile for Kimberly Brown.
Kimberly Brown previously worked as Mentor at National Bank Financial and Investment Advisor and Certified Financial Planner at Canaccord Wealth Management. Kimberly Brown holds Bachelor Of Commerce, Business/Commerce, General, Bachelor Of Commerce With Distinction from University Of Victoria.
Company email context
Email format at National Bank Financial
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{first}.{last}@canaccord.com
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Profile bio
About Kimberly Brown
Financial Advisor with experience in areas of Investment Portfolio Management, Retirement and Estate Planning, Cash Flow Management, Insurance and Risk Management. In the financial services business since 1999. A Certified Financial Planner and Licensed Life Insurance Advisor. Also licensed to trade options. Specializing in income strategies for retirement. Works with Individuals, families and business owners./*********/The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial Inc (NBF). This site and electronic communications will be monitored by NBF for compliance purposes.
Listed skills include Portfolio Management, Wealth Management Services, Retirement Planning, Estate Planning, and 46 others.
Current workplace
Kimberly Brown's current company
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National Bank Financial
AeroLeads page
5 roles · 27 years
Kimberly Brown work experience
A career timeline built from the work history available for this profile.
Portfolio Manager, Wealth Advisor And Certified Financial Planner
CurrentWe provide clarity and guidance to investors who are retired or preparing for retirement, and to their families across generations. With over 15 years of experience, our expertise is building income and growing wealth. We do this by integrating a cash management process in all of our wealth management services and advice. We have a team of experts to offer.
Oct 2012 - Present
Mentor
CurrentMentor: Young Women's Mentorship Program at National Bank Financial (Victoria, British Columbia, Canada) (Victoria, British Columbia, Canada) from 09-2012 to now: Providing insight and education to young women. We are passionate about sharing our knowledge and expertise to inspire young women to become Wealth Advisors and explore careers in the Finance.
Oct 2012 - Present
Investment Advisor And Certified Financial Planner
Comprehensive financial planning, retirment planning, investment selection and portfolio management. Assisting clients in building customized investment solutions that offer consistent risk-adjusted returns over time. Helping clients achieve their investment goals and objectives by growing wealth and preserving capital.
2004 - Oct 2012
Associate Investment Advisor
1999 - 2004
~5 yrs
6 education records
Kimberly Brown education
Bachelor Of Commerce, Business/Commerce, General, Bachelor Of Commerce With Distinction
Portfolio Management Techniques
Canadian Securities Institute
Investment Management Techniques
Canadian Securities Institute
Options Licensing Course
Canadian Securities Institute
Professional Financial Planning Course, Honours
Canadian Securities Institute
Canadian Securities Course, Honours
Canadian Securities Institute
FAQ
Frequently asked questions about Kimberly Brown
Quick answers generated from the profile data available on this page.
What company does Kimberly Brown work for?
Kimberly Brown works for National Bank Financial.
What is Kimberly Brown's role at National Bank Financial?
Kimberly Brown is listed as Portfolio Manager, Wealth Advisor and Certified Financial Planner at National Bank Financial.
What is Kimberly Brown's email address?
AeroLeads has found 1 work email signal at @canaccord.com for Kimberly Brown at National Bank Financial.
Where is Kimberly Brown based?
Kimberly Brown is based in Victoria, British Columbia, Canada while working with National Bank Financial.
What companies has Kimberly Brown worked for?
Kimberly Brown has worked for National Bank Financial, Canaccord Wealth Management, and Bmo Nesbitt Burns.
How can I contact Kimberly Brown?
You can use AeroLeads to view verified contact signals for Kimberly Brown at National Bank Financial, including work email, phone, and LinkedIn data when available.
What schools did Kimberly Brown attend?
Kimberly Brown holds Bachelor Of Commerce, Business/Commerce, General, Bachelor Of Commerce With Distinction from University Of Victoria.
What skills is Kimberly Brown known for?
Kimberly Brown is listed with skills including Portfolio Management, Wealth Management Services, Retirement Planning, Estate Planning, Income For Life, Strategic Financial Planning, Asset Allocation, and Retirement Savings.
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