Dedicated professionals

Learn more about each of us

Get to know us

Kimberly Brown

Wealth Advisor & Portfolio Manager

Kim is the principal Portfolio Manager and Wealth Management Professional on the team with over 20 years of expertise in the financial industry.

She enjoys providing a personalized and holistic approach to servicing all of your financial needs.

In 2015 she earned the Chartered Investment Manager Designation (CIM) and was appointed Portfolio Manager at National Bank Financial. She holds the Certified Financial Planner (CFP) designation and also serves on the National Bank Advisor Council.

Out of the office, Kim enjoys travel, skiing, golf and yoga.

Sylvia Yzenbrandt

Wealth Associate

Sylvia joined the financial industry in 2018 working with her father and mentor Dirk Yzenbrandt.

She completed the National Bank Financial Rookie program in May of 2021 and is a registered representative working to earn the Chartered Investment Manager designation.

Sylvia support’s the team through trading, administration of client accounts, and ensuring all clients needs are handled efficiently.

Out of the office, Sylvia is a busy mom with 2 small children. She enjoys visiting beaches and parks with her family, and trying out new recipes in the kitchen.

Abhishek Modi

Wealth Associate

Abhishek is our newest member, joining us March 2023.

His journey started in 2022 with the Canadian Securities Course and he is working towards completing his licensing requirements.

Out of the office, Abhishek loves going on hikes around the island or adding another book to his library. He occasionally picks up his sketchbook to turn a beautiful scenery into a portrait too!

Contact us

Get contact information for our team members and find out where our offices are.

 

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Book an Appointment:

Kimberly Brown