Katie Brunet draws on nearly 15 years with RBC. She works with her team to create sophisticated banking packages, wealth and legacy planning as well as high-end credit solutions for her clients and their families. She has an extensive background in business banking that she also draws on when working with business owners to provide creative wealth management strategies.
Katie's primary goal is to provide a tailored and customized wealth management solution for her clients. She works closely with specialists throughout RBC to provide a tailored suite of services - including complex credit solutions, cash management, business solutions, and estate and tax planning.
Katie has completed both her Certified Financial Planner (CFP) and Personal Financial Planner (PFP) designations, and has obtained her Bachelor of Commerce from Saint Mary's University in Halifax, Nova Scotia.
Born and raised in New Brunswick, she enjoys travelling east to visit her family on her time away, and also likes to spend her free time skiing, biking, or enjoying outdoor activities.