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Holistic Wealth Management
Kayla is deeply committed to helping high net worth individuals and families execute on their financial goals. She holds a Certified Financial Planner® certification, a Chartered Investment Manager® designation, and has spent nearly a decade in diverse financial services roles, including as a wholesaler focused on training, educating and consulting for hundreds of financial advisors. As a result, Kayla has a deep understanding of what constitutes robust, ethical advice, and she is passionate about combining sound holistic wealth management strategies with deep, trusting client relationships. Kayla holds a Bachelor of Science in Biological Sciences (Major Zoology) from the University of Calgary. Outside of the office Kayla enjoys trips to the mountains to hike and snowboard, testing the limits of her tolerance for spicy food, and spending time with her family.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 784 0141
Toll Free: +1 888 638 2490
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Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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