Our team

As a Portfolio Manager at RBC Dominion Securities, Katie takes a personal approach that begins with getting to know her clients, their needs, and their goals. She strives to help her clients realize those goals, alleviate their fears, and take advantage of all opportunities in front of them.

Taking the time to explore all areas of each client’s financial life, Katie develops a roadmap to help build, protect, and transition their wealth. This comprehensive wealth management plan helps clients with investing, financial planning, retirement planning, credit and lending, estate planning, and more.

Prior to joining our firm, Katie practised as an accountant (CPA, CA) at Deloitte for 10 years, where she specialized in tax planning for individuals and corporations. She graduated from the Richard Ivey Business School at the University of Western Ontario with a Master of Business Administration (MBA) and has obtained the Chartered Investment Manager (CMI) designation from the Canadian Securities Institute.

Katie’s experience, expertise, and committed service are backed by the strength and depth of RBC Dominion Securities. Our firm has provided professional wealth management services since 1901. Today, we are Canada’s leading provider of wealth management, trusted by over 420,000 clients worldwide, and a member company of RBC, Canada’s largest financial group.