Nancy Kirkham CFP®, EPC
Certified Financial Planner®
Elder Planning Counselor
Insurance Representative
Nancy is an expert in her field with 25+ years of experience, strategically growing her clients’ wealth portfolios. She holds a Certified Financial Planner (CFP) and Elder Planning Counselor (EPC) designation and is licensed in the province of Ontario and Alberta.
She has been an active member of Advocis (The Financial Advisors Association of Canada) since 1995 and adheres to their high standards of conduct and strict ethical guidelines.
Her specialization is providing financial security planning strategies to business owners, entrepreneurs, families and individuals. She plays an active role in supporting clients achieve their goals and dreams at all stages of life.
Community outreach is a passion of Nancy’s; she continues to support a multitude of organizations. She priorities community engagement as its needed now more than ever.
Nancy is from a large family and was born in North Bay, Ont. Nancy is married to James and the couple has two daughters, Stephanie and Katie. She is a proud grandmother. She looks forward to spending time with her family and loved ones.
"The biggest adventure you can take is to live the life of your dreams" - Oprah Winfrey