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Our Team

Kristi AmesKristi Ames, B.Comm, CFP
Investment Advisor

Manulife Securities Investment Services Inc.
Life Insurance Advisor, Capri Wealth Management

Kristi joined Capri in 2015 after working as a Certified Financial Planner in Calgary for 6 years. She eagerly returned home to Kelowna to allow more time with her young family and enjoy everything the Okanagan has to offer. Kristi is the daughter of Doreen Smith and also the successor to Doreen’s 20 year career as a Certified Financial Planner and now works with her many valued clients.

Graduating with a Bachelor of Commerce degree from the University of Alberta in 2005 with a major in Finance, Kristi also received her Certified Financial Planner designation in 2009. Kristi is a licensed mutual fund advisor in BC and AB and is a licensed life insurance advisor in BC, AB & ON.

Understanding that every family’s financial dynamic is different, Kristi enjoys working with and advising clients on investments, cash flow planning, life & disability insurance, tax & estate planning and comprehensive financial planning.

Kristi and her husband Tim live an active lifestyle with their 2 young daughters and love calling Kelowna home.

PH (250) 860-7144
kames@capri.ca

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DISCLAIMER:

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

Deposit Instruments: GICs, Canada Savings Bonds;

Fee for Service Financial Planning;

Estate Planning;

Tax Planning or Income Tax Preparation;

Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

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