FCSI ®, CIWM, CFP ®, CIM, FMA, B.COMM

A resident of Sioux Lookout, Ontario since 1988; Kimberlee Morgan’s love for the outdoors, simple living, and diversification brought her here and will probably keep her here.

Kimberlee’s mantra for herself and clients is "WORK TO LIVE"

She has been in the financial service industry since 1980, a Certified Financial Planner since 1996.

Kimberlee brings commitment, passion, and time when working with clients. She enjoys being part of their transition through life changing events to help them understand the decision that need to be made.

Kimberlee works closely with individual investors, families, business owners, and executives on a personal level offering a customized and holistic approach according to risk tolerance and time horizon.

With a focus on Retirement Planning, I will guide and assist you in developing a Retirement Plan which becomes our compass.  A plan that we will refer to often making sure we are able to weather the storms and adjust accordingly.

There are many aspects in our lives that are important, Financial being one, and for me, which spreads to the clients, is Health and Fitness.   

Kimberlee’s mantra for EVERYONE is you "GOTTA KEEP MOVING"

She has a passion to exercise daily be it BIKING - road; gravel; fat biking; walking, boating, snowmobiling, and managing thousands of trees.