Spoken languages : English
Kathy works with top performing Investment and Wealth Management Teams throughout B.C. She assists with the implementation of all encompassing Wealth Management practices for the ultimate benefit of our clients.
Kathy is originally from Melville, Saskatchewan. She is a graduate of the University of Toronto with a degree in International Relations, and holds the CFP and PFP designations, as well as her Life License (LLQP). She has completed the CSC and Branch Compliance Officer courses. Her career within the financial services industry has been almost exclusively within Wealth Management, with an emphasis on holistic high net worth financial planning and client services.
Kathy enjoys taking advantage of the beautiful B.C. outdoors, and is also an active sailor and one design keel boat racer.