More about Kim Kaethler
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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 as a Trading Officer. She then made the leap to becoming a Senior Administrator with Keene & Associates and continues this dedication with the transition to McManus McIntosh Burns Wealth Advisory Group. With a sharp sense of stock market and portfolio review, she has perfected the art of follow through and is determined to resolve any client inquires. In addition to the CSC and PFP, Kim is Options Licenced and assists Andrew McManus in implementing the client option strategies.
"I love working with clients because you get to know them so well; you really feel that you are helping them."
A true taskmaster, Kim thrives on facilitating a sense of order within the team. Clients appreciate her attention to detail 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. From specialized private placements to guiding clients with strategic portfolio adjustments, Kim enjoys every minute. Beyond that, she's already thinking ahead to tomorrow, anticipating needs and intricate details before they even transpire.
"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 daughter. They enjoy hiking, swimming, travelling and Italian food together.