Kate Brown, MBA, CFP®, FCSI, CIWM

Vice-President, Investment & Wealth Advisor

519-675-2030 | Email me
519-675-2020 | LinkedIn

Kate Brown has been delivering professional, trusted, client-centred financial services since 1981.  She provides financial planning and investment advice to high net worth individuals and families.  Kate recognizes that with greater financial resources comes greater financial complexity.  She helps you co-ordinate your financial matters and optimize the unique opportunities available to you.  A graduate of the MBA program at the Richard Ivey School of Business, University of Western Ontario, she is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI) and holds the Financial Management Advisor (FMA) and Certified International Wealth Manager (CIWM) designations.  A resident of London, Ontario since 1978, Kate has a long history of community involvement. 

Laurie Spangenberg, CFP®, CIM, FCSI

Associate Wealth & Investment Advisor

519-675-1180 | Email me

Laurie recognizes that managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs.  Laurie develops and executes comprehensive financial plans and investment strategies that are personalized to your specific needs.  Laurie is involved in every aspect of financial planning, formulating wealth management strategies and managing investment accounts.  Laurie holds the Certified Financial Planner (CFP®) designation, is a Chartered Investment Manager (CIM®) and Fellow of CSI.  When Laurie is not working she enjoys spending time with her family and friends, traveling and is actively involved in supporting her community.

Chris Skowby

Senior Associate Advisor

519-675-2661 | Email me

As an Associate advisor, Chris ensures that each and every client receives superior service.  Chris' role is integral in managing our clients' day to day financial affairs, administrative matters, requests for information, appointments and transactions.  Chris comes to us from RBC Royal Bank where he was a personal account manager.  He began his career with RBC in 1997 while attending the University of Windsor's Odette School of Business where he obtained degrees in Finance and Economics.  Chris has also completed the Wealth Management Essentials course to better service clients.  Chris enjoys playing golf, travelling and is looking forward to building strong relationships in the community.

Michelle Gregory


519-675-6860 | Email me

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