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Kristen Shimoon

Kristen Shimoon

Investment Representative

Followers of Kristen Shimoon221 followers
location of Kristen ShimoonCalgary, Alberta, Canada

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  • Timeline

  • About me

    Investment Advisor at Mackie Research

  • Education

    • Canadian Securities Institute

      -
      Wealth Management Essentials

    • Canadian Securities Institute

      -
      Canadian Securities Course

    • Canadian Securities Institute

      -
      Conduct and Practices

    • The University of Calgary

      2002 - 2006
      Bachelor of Arts Linguistics

  • Experience

    • JF Mackie

      May 2006 - Jul 2009
      Investment Representative

    • Jennings Capital

      Aug 2009 - Dec 2014
      Investment Advisor

      Kristen joined Jennings Capital in August 2009 and works as an Investment Advisor. Kristen has a financial background and has successfully completed the Canadian Securities Course, Wealth Management Essentials, and Conduct and Practices Course. She continues to expand her knowledge in developing portfolio strategies for clients.

    • Mackie Research Capital

      Dec 2014 - now
      Investment Advisor

  • Licenses & Certifications

    • Wealth Management Essentials

      Canadian Securities Institute (CSI)