Kim began her career in the financial services industry as a wire operator at the Victoria Branch of a national brokerage firm in 1985. Over the past three decades, Kim’s experience has included duties such as a Branch Administrator, Associate Investment Advisor, Senior Administrative Associate, and Chairperson of the Administrative Support Committee for a national brokerage firm. Kim’s range of experience, along with her extensive skill and expertise with administrative issues, provides an excellent background for her position with The Mahrt Investment Group.
Within the team, her primary responsibility is addressing questions regarding the administration of client accounts. Kim also acts as a liaison between client accountants and the team. Kim is a registered Investment Representative who handles equity and investment fund trades. Kim has been a key component of the team for over 20 years.
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