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Kim is a seasoned advisor with 11 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients.  She believes financial planning goes far beyond the numbers.  She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective.  In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.

Kim lives in Bolton with her husband and 3 daughters.  She is a community advocate and is a proud member of the local chamber and is a past Chair.    

Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), Registered Insurance Broker of Ontario (RIBO), is Life Licensed and an Investment Representative. 

Founder and president of Acquaint Financial, a firm providing independent and unbiased financial education, counseling and planning solutions to employees across Canada. All solutions are customized for organizational needs and may consist of seminars, one-on-one financial counseling, a financial services hotline and iAcquaint, an industry leading and interactive financial education website. After 15 successful years, Acquaint now provides services to millions of Canadians through strategic partnerships with industry juggernauts such as Great-West Life, Shepell and Morneau Sobeco.

A real estate professional for more than 12 years, Ravi Simak is Broker/Owner at Century21 Legacy Ltd. He is known for integrity and sincerity in all his dealings.He is dedicated, knowledgeable, and committed to finding the perfect fit, whether apartment, home or business, for his clientele. His devotion and unparalleled customer service has resulted in a continuously expanding network of loyal clients and referrals. Passionate to his craft, Ravi continuously seeks to stay ahead of the game when it comes to market education and trends.Ravi has repeatedly been named as Centurion Award Winner for last 6 years in row.Ravi understands that buying and selling real estate can be stressful. As a full time Realtor, he works hard to lower your stress level and make your experience as pleasurable as possible. He will accomplish this through constant communication, and by being accessible whenever you need him.‘It would be a pleasure and an honor to work for you.'”     

Zoe is a member of Pallett Valo LLP's Wills, Estates & Trusts Practice Group.

Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts, inter vivos trusts; assisting clients on a broad range of estate planning matters; obtaining Certificate of Appointment of Estate Trustee With or Without a Will; advising Attorneys, Trustees and Executors with respect to their duties and responsibilities as fiduciaries and giving guidance on various aspects of trust or estate administration.

Zoe received her LL.B. and her LL.M. from Chuo University in Tokyo. She then obtained her LL.M. and her J.D. from the University of Toronto Law School. Zoe was called to the bar in Ontario in 2010.