Kirsty is the principal Financial Advisor for Willow Wealth Management, servicing the day-to-day financial needs of our clients and ensuring that their individual goals are aligned with their investment strategy and values. Open communication, trust and exceptional service represent the foundation of Kirsty’s investment philosophy, as she enjoys practicing a personalized and holistic approach to managing wealth.
Understanding your unique situation is the first step in building your customized plan; Kirsty takes the time to get to know you, your individual circumstances and your future goals. Once these are fully understood, she develops a strategic wealth plan tailored to fit your needs. Drawing on a robust industry network, Kirsty recognizes the value of working with other professionals, and with your consent will work closely with your accountant and lawyer to maximize the expertise and value we can offer to you.
Originally from Toronto, Kirsty earned a B.A.in Political Science from the University of Western Ontario. In 1988, after extensive travelling around the world, Kirsty began her career in the financial services industry. With a diverse background in trading, financial and wealth management, Kirsty has a well-rounded appreciation of the industry. She is committed to professional development and is currently working towards her Certified Financial Planner (CFP) designation, as well as on becoming a Certified Cash Flow Specialist.
Outside of the office, Kirsty sits on the executive fundraising committee of the Juvenile Diabetes Research Foundation, a cause very close to her heart. Her free time is spent enjoying her family, music, theatre, reading, travelling and the outdoors.