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Investment Advisor
As an Investment Advisor with RBC Dominion Securities, Katherine loves making a difference in her clients’ lives and helping them establish a legacy that lasts through generations. She draws upon nearly 20 years of experience to provide comprehensive financial guidance to help individuals and families manage and grow their wealth.
Katherine insists that the financial industry chose her, as numbers make the most sense to her when they are in the context of someone’s life. Naturally curious, she takes the time to thoroughly understand each client’s situation and help them articulate their needs and wants. She can envision what’s possible beyond the numbers to guide clients to their ideal financial future.
Working with each client, Katherine creates an all-encompassing strategic plan for them, their business and their family to navigate risks, opportunities, and eventual successions. To execute the plan they’ve crafted together, she sources and collaborates with RBC specialists and her client’s professionals.
Katherine has obtained the Chartered Investment Manager (CIM) designation and the highest honour in financial services: the Fellow of CSI (FCSI). She also carries the Project Management Professional designation, seeing the parallels in working with milestones and executing tasks effectively and efficiently. A graduate of Concordia University’s John Molson School of Business, she holds a Bachelor of Commerce with a major in Management Information Systems. She is fully bilingual in English and French.
Katherine and her spouse, Eugen, are incredibly proud of everything their daughter, Yzabella, does. In her spare time, she enjoys playing chess, volunteering for her church, and exploring her newfound hobby of clay shooting.
Administrative Assistant