Kristine Skinner, CFP
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Park Royal Branch, West Vancouver
"I take great delight in working with clients and helping them understand complex financial topics. It is also rewarding to watch that knowledge being used at various life stages. I am currently advising four generations of one family."
As a Certified Financial Planner (CFP), Kristine works with her clients to prepare a comprehensive and customized financial plan to help them reach their goals, long-term and short. This plan ensures that clients are covered from every financial angle, including banking services, loans, mortgages, credit, investments and insurance†.
“I care about the clients I deal with and want to ensure they meet their goals. I am very knowledgeable and passionate about what I do. I enjoy simplifying complex situations and putting together an effective roadmap for future needs.”
Kristine will develop and manage a lifespring® financial plan for you, integrating everything from insurance, investments and retirement planning as well as your business banking (if applicable).