Kathleen has over 6 years experience in the Financial Services Industry and has been a part of my team since January 2006. She has completed the Canadian Securities Course, Personal Financial Planning Course, and has obtained the Financial Management Advisory (FMA) Designation. Kathleen is licensed to trade Stocks, Bonds, Mutual Funds, and GIC's . She also actively completes financial plans and retirement projections for clients. Kathleen's thorough and detailed approach to client care is an integral part of our team approach.
Kathleen was born and raised in Cape Breton, Nova Scotia. Kathleen served three years in the Canadian Forces, before being injured and moving to Saskatchewan, in 2001. Kathleen enjoys walking, card making, and reading in her free time. Kathleen is married to her husband Rob and they now have 2 children, Owen and Clark.