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Catherine begins her approach to wealth management by gaining a thorough understanding of your goals, family aspirations and financial circumstances. Then and on an ongoing basis, she employs a comprehensive analysis of your financial needs, leveraging her extended team for expertise in related areas like estate planning, tax planning, insurance solutions, business succession planning and more. Together, you and Catherine will build a personalized wealth strategy that accounts for all facets of your financial health.
Catherine has over 10 years of experience as a Financial Planner with RBC and another large Canadian bank, and this experience allows her to provide you with more holistic wealth management. Her clients appreciate her attention to service, knowledgeable advice and ongoing communication.
Catherine holds the Certified Financial Planner (CFP) designation – the gold standard for financial planning. She and her husband, Nathan, have two young children, Maverick and Alexie. A very active family, they enjoy hiking, biking, skiing and spending time in their condo in Panorama, B.C.