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Investment & Wealth Advisor
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.
Administrative Assistant
Brianne began her career with RBC in 2003 providing exceptional client service and deepening relationships with existing clients through ongoing, efficient support to both the clients and her Investment Advisors. Whether it is sending a child off to university, transitioning into retirement or ensuring a legacy for the next generation, she helps to give clarity so clients can focus on the things that are important to them.
Brianne is a mother of 3 and when she is not in the office, she is quite often found on the sidelines of the baseball diamond, football field or in the gym cheering on her children. She also enjoys traveling, a day in the mountains, and heading back to Saskatchewan to visit her family and friends.
Stephanie joined RBC in 2010 as a Client Advisor Business Services at a retail branch, and remains committed to being part of a team that helps clients achieve their financial goals. In her current role, Stephanie coordinates and prepares Advisor client meetings, and aims to provide the best client service possible, with a focus on problem resolution and attention to detail.
She also draws on her considerable organizational skills to maintain client accounts, manage timelines and key account dates, and manage incoming communications from clients, Advisors and internal and external partners. Stephanie is passionate about building relationships with clients based on trust, and expanding her skills and knowledge.
