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Toll Free: 1-888-326-7777
4954 Richard Rd. SW
Tel: (403) 296-0712
Fax (403) 296-2799
Building her career at the grassroots level of BMO Bank of Montreal, she advanced quickly from customer service representative to financial services manager and then on to BMO InvestorLine. She then made the leap to becoming a senior administrator with Keene & Associates. With a sharp sense of stock market and portfolio review, she's perfected the art of follow through and is determined to resolve any client inquires.
Kim received her certificate in the Canadian Securities Course in 1996. Kim assists Andrew McManus in implementing the client option strategies, and has a number of industry related courses under her belt.
'I love working with clients because you get to know them so well; you really feel that you are helping them.'
Every morning, Kim follows an iron-clad routine that clients and her team at Keene & Associates truly appreciate. Getting a head start on the day, she arrives uncommonly early to proactively review the markets, designate hotspots, tag urgent calls from clients, and identify solutions. Beyond that, she's already thinking ahead to tomorrow, anticipating needs and intricate details before they even transpire. From specialized private placements to guiding client with strategic portfolio adjustments, Kim enjoys every minute.
A true taskmaster, Kim thrives on facilitating a sense of order within the team. Clients appreciate her attention to details as well as her swift response to inquiries. Understanding the urgency in which the markets operate, she practices a steady discipline and is quick on the draw with the right solutions.
'Our goal is to make a smooth transition in every client request. What they don't see is the activity that goes on behind the scenes,'' she says. 'You never let them see you sweat. We get some pretty significant requests from our clients. As a team, we mobilize and get the deal done in minutes or hours. No matter what it takes, you've got to push through and get their needs met.'
At home, Kim's focus is her husband and 3 year old daughter. They enjoy hiking, swimming and Italian food together.