I have worked as an Investment Advisor in the Windsor area for more than 15 years. In an effort to further my ability to provide wealth management services, I completed the Chartered Financial Analyst designation in 2014. My focus has long been centered around building trusting long-term relationships with my clients. To accomplish this, I strive to take the time to understand both them and their financial needs prior to proposing solutions. As a team, Ana, Alec and I seek to enable our clients to arrange their financial affairs in such a way that they can feel at ease and able to do the things they most want to do, when they want to do them.
I live in Windsor along with my wife, Kara, and our two children, Nate and Claire. Claire keeps busy with competitive dance-related activities while Nate can most often be found either working on computer coding projects, participating with the Sandwich robotics team, or studying the violin. As a family we enjoy traveling, playing games, and watching movies together.
I have been working in the financial services industry since 2006, with a focus on fostering strong relationships and helping families achieve their personal and financial goals.
My significant personal experience with Investment and Wealth Plans allows me to help individuals and families balance life events with financial considerations. To do so, I first seek to understand your current financial situation and then move to identifying potential issues and gaps that could create a risk for you and your family. Once that foundational work has been completed, I recommend tailored strategies and solutions to meet your needs.
I’ve been married to my husband Remco for 22 years and we have two children, Laura and Alexander. We live in Cottam and we enjoy traveling around the world, exploring new cultures and cuisines.
I would be pleased to assist you in English, Portuguese, Dutch or Spanish.
My career in the financial services industry began in 2008, while completing a Bachelor of Commerce at the University of Windsor. I joined the Kootstra Wealth Management Group in January of 2021, having previously served as BMO Private Banking’s Associate Private Banker for BMO Nesbitt Burns clients in the Windsor/Sarnia region. I am a Chartered Investment Manager®, and hold the CFP® financial planning designation. As a team, Kyle, Ana and I work towards helping our clients in being able to do the things they most want to do, when they want to do them.
I share my time away from the office with my wonderful wife Elizabeth and our two amazing daughters, Estella and Scarlett.
I began working at BMO Nesbitt Burns in 2012, starting with a Bachelor's Degree in Business Administration from the University of Prince Edward Island and a Diploma in Accounting from the University of Technology. I Completed the Canadian Securities Course in 2014 and then Wealth Management Essentials in 2015 putting me in a better position to understand our clients needs and helping them prepare for a great financial future. I took nuggets from my over ten years working experience in other sectors, namely, Education, Distribution, and Cash Management to support the team in providing top tier client care.
I am an avid reader and enjoy long walks in nature. My next love is eating a good home cooked meal with family and friends.
My career at BMO Nesbitt Burns began in 2021 with the completion of two co-op education terms while pursuing my studies at the Odette School of Business, University of Windsor. In 2022, I graduated with great distinction, earning an Honours Bachelor of Commerce degree with a specialization in finance. Since then, I have been dedicated to serving the clients of the Kootstra Kleer Wealth Management Group in operations and administration. Throughout my tenure, I have furthered my expertise by completing the Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials courses, to expand the breadth of service I’m able to offer clients.
Outside the office, I have a passion for live music events, art museums, traveling, and spending quality time with family and friends.
In 2013, after graduating from the University of Western Ontario with a Bachelor of Arts degree, I began my career with the Bank of Montreal as a Customer Service Representative. I joined Nesbitt Burns in 2017 as an Administrative Assistant. I have been a part of the Kootstra Kleer Wealth Management Group since 2018 where I manage a wide range of tasks, including account administration, client correspondence and the coordination of financial reports. With over a decade of experience in the financial services industry, I have dedicated my career to providing exceptional service and support to clients.
When I'm not in the office, I love spending quality time with my husband Justin and 2 beautiful children, Lorenzo and Giana. Whether we're cooking up delicious meals together or exploring the great outdoors, spending quality time with them brings me such joy!