investment advisor at ia private wealth@ iA Private Wealth
Halifax, Nova Scotia, Canada
Kim (berly) Houston
GET FULL PROFILE 
Acadia University
Real-Time AI Research
FlashIntel GPT
Tell me more about Kim (berly) Houston?
FlashIntel GPTKim (berly) Houston is an experienced Investment Advisor with 24.7 years of work experience. She specializes in wealth management, retirement planning, and investment advisory. Based in Halifax, Canada, Kim has worked for reputable companies such as iA Financial Group and Canaccord Genuity Group Inc. She is skilled in strategic financial planning, estate planning, and estate planning. With a strong background in team building and coaching, Kim is a valuable asset in the field of investment.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Investment Advisor at Industrial Alliance
Work Experience
investment advisor at ia private wealth
Financial Services
Kim (berly) Houston's Professional Milestones
- Investment Advisor (1999-01-01~2006-09-01): Guided clients in making informed investment decisions, driving their success through strategic investment decision-making.
- Investment Advisor (2007-01-01~2008-03-01): Provided expert investment advice, maximizing returns and enhancing client success.
Education
Teaching,
Physical Education,
Coaching,
Bachelor Of Education,
Bachelors,
Bachelor Of Science
1975-1979Skill
Wealth Management
Retirement Planning
Investment Advisory
Mutual Funds
Investment Strategies
Financial Advisory
Strategic Financial Planning
Retirement
Estate Planning
Investments
Financial Planners
Pensions
Disability Insurance
Critical Illness
Asset Management
Equities
Financial Planning
Team Building
Coaching
Certification
Colleagues
Michael Smith
Director Retail Compliance | Chief Anti Money Laundering Officer
Frederic Dayan CFA
regional vice-president quebec & east canada ia private wealth
Derek Li
Senior Digital Advisor Journey Owner
Bruno Blouin, CPA, CGA
Vice President of Principal | Chief Financial Officer
Adam Elliott
President | Private Wealth
Other Named Kim (berly) Houston
Frequently asked questions
We found 3 Kim (berly) Houston's email addresses
We found 2 Kim (berly) Houston's phone numbers
Kim (berly) Houston works for iA Private Wealth
Kim (berly) Houston's role in iA Private Wealth is investment advisor at ia private wealth
Kim (berly) Houston works in the industry of Financial Services
Kim (berly) Houston's colleagues are Michael Smith,Frederic Dayan CFA,Derek Li
Kim (berly) Houston's latest job experience is investment advisor at ia private wealth at iA Private Wealth
Kim (berly) Houston's latest education in Acadia University
