Kerri O'Rourke
Business Coordinator – Risk & Wealth Management
Kerri brings extensive experience in financial services, combined with a genuine passion for working with people. Known for her warm personality, creativity, and thoughtful approach, she helps deliver a personalized and welcoming client experience. She believes wealth management should feel approachable and supportive, and she is committed to building long-term trust through meaningful client relationships.
Outside of work, Kerri enjoys spending time with her two dogs, Max and Lilly, as well as activities like photography, beach days, spa visits, and cottage weekends. She is also a strong advocate for mental health awareness and values family, friendship, and life’s simple moments.