About Us



Get the confidence that comes with knowing you WILL have enough.

 

At Kingsford & Associates, we know that what really matters to you is having enough money available when you need it for the things that are most important — right now, at retirement, and beyond.

 

But we also know merely hoping it will be enough isn’t the same as having a well-researched and executed plan to secure the financial future you dream of. Which is why we meet you where you are, designing customized strategies that build wealth over time so you are empowered to enjoy a future free of worry.
 
Whether you are just starting your savings and investing journey and your knowledge is limited, or you are a sophisticated investor with a large, complex portfolio, we love working with people who want to engage with us about their personal finances.
 
By working with our team of trusted financial advisors, you’ll make the connection between today’s financial
steps and the results that come over time.

You won’t merely hope you’ll have enough. You’ll have the confidence that comes with knowing you WILL.
 



Oct 2018

My family has invested with Nesbitt Burns since 1987. Thanks to Thalia Kingsford and her capable team, two generations — both maternal and paternal — have trusted them to manage our family finances. It is because of them that yet another generation is following suit and investing with them.  Thank you team Kingsford and Nesbitt Burns!

–Retired teacher, Multi-generational Clients since 1987

Meet Kingsford & Associates

We’re an all-women wealth advisory group dedicated to helping people become confident, savvy investors. Our mission is to answer the question “Will I have enough?” with a resounding “YES!”, empowering you to enjoy a future free of worry through customized investment strategies and advice that builds wealth over time.
 
We put you confidently in control of your money and lead you on the path to a secure financial future.

Thalia Kingsford, B.Ed

Vice President and Senior Investment Advisor, BMO Nesbitt Burns

As Vice President and Senior Investment Advisor at BMO Nesbitt Burns and team leader of Kingsford & Associates, an all-women wealth management firm in Calgary, Thalia Kingsford is an outlier in the financial investment industry with an unwavering commitment to client service, collaboration, and female leadership.
 
Since 1986, she has structured her wealth management practice around one simple, yet powerful principle: always do the best thing for our clients. With empathy and keen insight, Thalia thrives on collaborating with her team of talented financial experts to build solutions that help each individual client achieve their goals.
 
A passionate advocate for women, Thalia is a founding member and past Chair for the Calgary Chapter and current National Director of Programming for the International Women’s Forum Canada where she uses her influence to open doors for women in business. She has also been an active Rotarian for 15 years with the Rotary Club of Calgary, holding various roles within the organization including Program Committee Chair and Board Member of the Rotary Clubs of Calgary and Finance Committee Member and Board Member of the Rotary Clubs of Calgary Foundation.
 
Deeply competitive, both professionally and personally, Thalia has been selected for the BMO Nesbitt Burns President’s Council every year since 1994 and is an Alumni of the Advanced Management Program at the Harvard Business School. 
 
Mother to three and grandmother to six, Thalia enjoys fine motorcars, fashion, wine, and travel. Thalia is also a 7-time Boston Marathon finisher.
 

Cheryl Smith, MA, FMA, CIM

Investment Advisor, Portfolio Manager

With an extensive background in accounting and financial services, Cheryl joined BMO Nesbitt Burns in 2003 where her genius for numbers met her passion for helping people.
 
As an Investment Advisor, Portfolio Manager, Cheryl is solution-oriented and thrives on helping clients achieve their financial goals through understanding the connection between today’s steps and the results that will follow in years to come.
 
Her methodical approach to financial planning encompasses helping clients define their retirement goals at the outset and creating detailed Retirement Plans and customized portfolios that are suitable for them to achieve their specific goals. She brings her clients full circle through estate planning, helping them define how they want their wealth handled and executing strategies so that their wishes for their estate are carried out.
 
Cheryl has a Certificate in Advanced Investment Advice, a Financial Management Advisor (FMA) designation and a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, and a Masters of Arts in Theology from Briercrest Seminary.
 
While her best day includes creating beautiful portfolios or financial plans that demonstrate each clients’ personal financial goals being met, she also enjoys nature, going for walks, and spending time with family and friends.
 

Stacy Soutière, CIM, CFP, MBA, FEA

Investment Advisor, Portfolio Manager, Financial Planner

 

Stacy Soutière is an Investment Advisor, Portfolio Manager, and Financial Planner at BMO Nesbitt Burns. With over a decade in the industry, she is highly empathetic to client needs and the importance of putting clients first.
 
Stacy believes financial literacy and solid investment skills are attainable by everyone and excels in collaborating with other experts to create effective financial solutions for all of life’s stages. Decidedly organized and supremely efficient, she’s always up for a challenge.
 
Stacy holds a Masters of Business Administration (MBA, Smith School of Business, Queen’s University). In addition, she is a Chartered Investment Manager (CIM®, Canadian Securities Institute), a Certified Financial Planner (CFP®, Financial Planning Standards Council), and a Family Enterprise Advisor (FEA, Family Enterprise Xchange). Stacy is currently a Doctor of Business Administration Candidate (DBA Candidate, Haskayne School of Business, University of Calgary) with a target to complete in 2022.
 
In her down time, you’ll find her in the mountains—swimming, snowboarding, or tackling her next Tough Mudder Obstacle. She has a soft spot for all canines, but it’s her rescue dog, Wally Waffles, that rules her heart. After waiting years to be adopted, Wally is now her constant companion.

 

Oct 2018

Prior to moving a significant portion of my investments to Kingsford & Associates, I was actively trading them in a self-directed account. They helped me move away from a “trading” mentality to a longer term investing approach. The result has been stabilization and meaningful growth of my holdings.

–Retired energy executive, Client since 2008

 

Disclaimer: The opinions expressed on this site are those of the individual clients and partners and are in no way representative of the views of all. Testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.