Cristina Botez, CIM

Senior Counselling Associate

As a Senior Counselling Associate at HighView, Cristina plays a key role in the firm’s investment counselling process, working closely with the Portfolio Management and Wealth Planning teams to deliver a deeply personalized, fiduciary-first experience for every client.

With over eight years of industry experience, Cristina brings a well-rounded skill set spanning operations, compliance, financial planning, and client portfolio oversight. She plays an active role in building and maintaining comprehensive wealth plans, financial strategies that evolve alongside each client’s journey and the life transitions that shape it.

Driven by a commitment to operational excellence, Cristina streamlines processes and workflows, reducing the time spent on administrative tasks and freeing the team to focus on what matters most: building deeper client relationships and delivering exceptional value at every touchpoint.

Cristina holds an Honours Bachelor of Commerce degree from Toronto Metropolitan University, has earned the Chartered Investment Manager (CIM) designation and is pursuing the Certified Financial Planner (CFP) designation as part of her ongoing commitment to professional growth and deepening the value she brings to every client’s financial well-being.

Outside of work, Cristina enjoys building meaningful connections and spending time in nature – often hiking with her American Bulldog.

Known for her attention to detail, organizational strengths, and genuine passion for helping others, she remains dedicated to providing clients with the clarity and peace of mind they deserve.