With over 15 years in the investment management business, Katie is consistent in providing her clients with an experience that encompasses knowledgeable advice, hard work and passion. These qualities have earned the trust of her diverse clients who continue to refer their family and friends.
Katie is a Senior Investment Advisor and holds both the Chartered Investment Management (CIM) and Fellow of CSI (FCSI®) designations. The prestigious FCSI is the highest level of certification granted by CSI.
She has also earned the title of Wealth Advisor, as she incorporates Wealth Management into her practice by consistently providing her clients with Financial Plans, as well as including tax and estate planning strategies.
Katie is a strong believer in education and received a Bachelor of Kinesiology degree from McMaster University. She has continued with her education and has completed the following industry courses;
Canadian Securities Course (CSC)
Conduct Practice Handbook Course (CPH)
Wealth Management Essentials Course (WME)
Canadian Insurance Course
Derivatives Fundamentals Course
Options Licensing Course
Investment Management Techniques (IMT)
Portfolio Management Techniques (PMT)
Katie enjoys an active lifestyle and especially enjoys competing as an amateur golfer. Katie grew up in Barrie, where she currently resides with her husband and her two children.
