Kerry Titchener

Kerry Titchener

BCom
Associate Financial Advisor
Assante Financial Management Ltd.

Kerry completed her Bachelor of Commerce degree from the University of Victoria business program in 2008. During her studies, she spent 6 months abroad at Singapore Management University with a focus on business mediation & conflict negotiation.

Kerry has been working with Genea Wealth in multiple roles since 2009. She began with the firm on a full-time basis in November 2014. Kerry enjoys putting her knowledge and experience to use to foster and strengthen relationships with clients.

Outside of the office, Kerry enjoys an active lifestyle that includes spending time outdoors with her husband and two children.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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