Catherine was raised by a single mom who began teaching her about budgeting and managing money at a young age. She learned to be prudent and thoughtful in making decisions around managing a limited resource.
These early experiences set her on her way to a career of managing wealth for others. After graduating with a BA in Administration and Commerce and the University of Western Ontario, in 1994 she started her career at RBC Dominion Securities in London. She and David married in 1997 and Catherine relocated to Peterborough. Catherine continued earning financial designations including the Canadian Investment Manager (CIM) and Certified International Wealth Manager (CIWM).
When not in the office, Catherine enjoys the natural beauty of Peterborough through boating, running and hiking. Catherine’s passions are travel and reading. On weekends, Catherine enjoys heading into the kitchen to prepare soups, salads and international dishes.