About
Life is emotional – financial structures are not.
As a trusted advisor and partner, I help people make the best financial choices to build, protect, and manage their legacy. At The Knapp Group, we provide a Family Office Experience from a Family Focused Team. Our mission is to extend the benefits of integrated wealth management, a service once exclusive to high-net-worth individuals, to clients like you.
My story spans 30+ years of experience and a toolbox full of designations to practice. CIM (Canadian Investment Manager), FCSI (Fellow of the Canadian Securities Institute), CIWM (Canadian International Wealth Manager), CFP (Certified Financial Planner). Wealth Advisor, Financial Planner, Senior Portfolio Manager, to name a few. But that’s not all that I am.
Who Am I?
• A passionate listener
• Writer of many financial topics (featured in The Globe & Mail and Financial Post)
• Planner
• Volunteer
• Breast Cancer Survivor
• Pickleballer (also known as a Pickler)
• Biker
• Traveller
• Supporter of many community-focused events
• Daughter, Sister, Mother, Spouse, Friend
• A trusted advisor
Let's build, protect, and manage your wealth – and do something different, together. Visit knappgrouprbc.com to get started.
Activity
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I am excited to join Metrie and support their vision to be the most trusted millwork supplier in North America. I have been lucky enough to work for…
I am excited to join Metrie and support their vision to be the most trusted millwork supplier in North America. I have been lucky enough to work for…
Liked by Amanda Knapp
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Happy “Feel Good Friday” to the incredible ED team on shift today! I feel truly blessed to work with such a fantastic group of people. Your hard…
Happy “Feel Good Friday” to the incredible ED team on shift today! I feel truly blessed to work with such a fantastic group of people. Your hard…
Liked by Amanda Knapp
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Did you know that trusts aren’t only for the wealthy? In fact, the top three reasons you might consider trusts as part of estate planning goes beyond…
Did you know that trusts aren’t only for the wealthy? In fact, the top three reasons you might consider trusts as part of estate planning goes beyond…
Shared by Amanda Knapp
Experience
Education
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Activities and Societies: FCSI, CIWM, CIM, CFP
FCSI (Fellow of the Canadian Securities Institute The Fellow of CSI (FCSI) is the pinnacle credential and highest honour in Canadian financial services. Its stringent experience, education and ethics requirements make it one of the most challenging credentials to obtain and maintain—making FCSIs the most valuable leaders in the industry). , CIM (Canadian Investment Manager, CFP (Certified Financial Planner), CIWM (Canadian International Wealth Manager).
Also a Registered Insurance…FCSI (Fellow of the Canadian Securities Institute The Fellow of CSI (FCSI) is the pinnacle credential and highest honour in Canadian financial services. Its stringent experience, education and ethics requirements make it one of the most challenging credentials to obtain and maintain—making FCSIs the most valuable leaders in the industry). , CIM (Canadian Investment Manager, CFP (Certified Financial Planner), CIWM (Canadian International Wealth Manager).
Also a Registered Insurance Representative.
Volunteer Experience
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WAB - Womens Advisory Board Chair & Board Member
RBC Wealth Management
- 1 month
Working with Colleagues to enhance the careers of women in wealth management and encourage women to seek a career in wealth management
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Campaign Champion 2014
United Way of Kitchener Waterloo
- 1 month
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Projects
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Voice America Interview - How to Create a Ripple Effect with Amanda Knapp by Susan Cranston
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See projectHow to Create a Ripple Effect interview on Voice America
Interview By Susan Cranston
More activity by Amanda
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Saviez-vous que les fiducies ne sont pas réservées aux gens fortunés ? En effet, les trois principales raisons pour lesquelles vous pourriez…
Saviez-vous que les fiducies ne sont pas réservées aux gens fortunés ? En effet, les trois principales raisons pour lesquelles vous pourriez…
Shared by Amanda Knapp
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🎉 Big news 🎉 I’m officially live on The NORTH! 🚀 The NORTH by Female Founder Collective is a fresh new platform to connect entrepreneurs and…
🎉 Big news 🎉 I’m officially live on The NORTH! 🚀 The NORTH by Female Founder Collective is a fresh new platform to connect entrepreneurs and…
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Ein prosit #WaterlooRegion! Here’s a behind-the-scenes peek of our #KWOktoberfest video shoot with the help of @urbanvistastudios yesterday. We’ll…
Ein prosit #WaterlooRegion! Here’s a behind-the-scenes peek of our #KWOktoberfest video shoot with the help of @urbanvistastudios yesterday. We’ll…
Liked by Amanda Knapp
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What does your financial future look like? The right financial planning and investment strategy for your objectives can help determine how you live…
What does your financial future look like? The right financial planning and investment strategy for your objectives can help determine how you live…
Shared by Amanda Knapp
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It is always such an amazing privilege to work with and learn from great organizations supporting our local communities. Thank you Kinbridge…
It is always such an amazing privilege to work with and learn from great organizations supporting our local communities. Thank you Kinbridge…
Liked by Amanda Knapp
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🎉 We’re jumping for joy as we celebrate hitting 200,000 followers on LinkedIn!! 🎉 A huge thank you to each of you for being part of our journey…
🎉 We’re jumping for joy as we celebrate hitting 200,000 followers on LinkedIn!! 🎉 A huge thank you to each of you for being part of our journey…
Liked by Amanda Knapp
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Gone are the days when influencer marketing was just a sparkly trend—now it’s a full-blown marketing powerhouse! 🚀💸 With a staggering $35 billion…
Gone are the days when influencer marketing was just a sparkly trend—now it’s a full-blown marketing powerhouse! 🚀💸 With a staggering $35 billion…
Liked by Amanda Knapp
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Last week, our Care Collaboration Conference brought together professionals from hospitals, skilled nursing facilities, health plans, and…
Last week, our Care Collaboration Conference brought together professionals from hospitals, skilled nursing facilities, health plans, and…
Liked by Amanda Knapp
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Did you know, investors who stay invested through volatile markets tend to perform better over the long term than those who bail out? To learn more…
Did you know, investors who stay invested through volatile markets tend to perform better over the long term than those who bail out? To learn more…
Shared by Amanda Knapp
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Taking a moment to examine your goals, tax considerations and contribution room can help you make the right decision. The post TFSA or RRSP: Which…
Taking a moment to examine your goals, tax considerations and contribution room can help you make the right decision. The post TFSA or RRSP: Which…
Shared by Amanda Knapp
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This year, instead of participating in Canadian Cancer Society CIBC Run for the Cure, I've decided to fundraise for Rethink Breast Cancer, to raise…
This year, instead of participating in Canadian Cancer Society CIBC Run for the Cure, I've decided to fundraise for Rethink Breast Cancer, to raise…
Liked by Amanda Knapp
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When it comes to managing your money, income tax can be one of your biggest expenses. Contact me to learn more.
When it comes to managing your money, income tax can be one of your biggest expenses. Contact me to learn more.
Shared by Amanda Knapp
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Former CEO of YouTube, Susan Wojcicki, has died at 56. Here’s what you probably didn’t know. In 1998, two young Stanford University students…
Former CEO of YouTube, Susan Wojcicki, has died at 56. Here’s what you probably didn’t know. In 1998, two young Stanford University students…
Liked by Amanda Knapp
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