Kathleen has over 15 years experience in the Financial Services industry and has been a part of our team since January 2006. Kathleen 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 . Kathleen does all the Wealth Planning for our team, and works closely with Craig and clients to ensure they reach their financial goals. 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 obstacle course racing, crafts, and volunteering at her children's school in her free time. Kathleen is married to her husband Rob and they have 4 children, Owen, Clark, Faith and Nash.
