Catherine begins her approach to wealth management by getting to know her clients. She makes it a goal to gain a thorough understanding of what they want out of life, their collective aspirations and their financial circumstances. With these insights, she leverages her investment management expertise and that of her extended team in related areas like estate planning, tax planning, insurance solutions, business succession planning and more, to bring the most comprehensive solutions to her clients.
Catherine brings 16 years of experience to her role. She holds the Certified Financial Planner (CFP) designation-the gold standard for financial planning. What she appreciates about her role is the opportunity to combine her interest in finance and investment management with her affinity for easily building strong relationships with clients. What makes her want to come to work every day is the chance to help families set goals for their future and make decisions to go about achieving them.
Bilingual in French and English, Catherine is originally from Quebec City and moved to Calgary in 2004. She and her husband, Nathan, have two young children, Maverick and Alexie. A very active family, they enjoy hiking, biking, skiing and spending time at their property in Panorama, BC.
