Kathy works diligently to provide expert level advice in wealth management planning to successful individuals, families, and business owners. Whether facing an increasingly complex and volatile investment environment or life changing events, Kathy can provide clear, straightforward, financial advice. By converting technical knowledge into actionable strategies, Kathy can make sense of your investments and provide you with long-term, diversified practices that fit your life’s goals.
Kathy has been providing wealth management advice to clients at RBC Dominion Securities since 1999. As a life-licensed agent, Kathy is qualified to advise clients on tax-deferral, risk management, and complex estate planning strategies through the use of life insurance products. Her wealth management skills provide vital input into the development of retirement and estate planning strategies for clients through collaboration with their accounting and legal advisors. Her Professional Financial Planning and Canadian Investment Management (CIM) designations, along with her years of experience as an Investment Advisor with high integrity, led to her qualification as a Portfolio Manager. Her accreditation as a Portfolio Manager enables clients to have their investments custom-designed and monitored by two professional discretionary money managers.
A long term resident of Grande Prairie, Kathy spends her free time practicing a healthy and active lifestyle. Whether she is running, biking, or chasing after her grandchildren, her adventurous spirit allows her to not only be a dedicated family member but also someone clients can confide in to discuss their goals, questions, and future plans.