Hi, my name is Kate Black. I'm an investment advisor and financial planner with RBC Dominion Securities in Durham, Ontario. I grew up in St John's, Newfoundland, and I'm incredibly grateful for that. I think it's the root of my curiosity and genuine interest in learning about other people and their stories.
My parents were both engineers and entrepreneurs. They worked really hard to build the life that they wanted. And I was fortunate to witness the discipline required to build both a business and family life that's been really rewarding for them long-term.
My commitment to education is certainly a product of their influence. And like them, I'm very much a problem solver. I started my career in investments with an institutional investment firm in Toronto. Shortly afterwards, I joined RBC Global Asset Management, where I spent nearly a decade consulting with the advisory business on investment strategies and products.
I enjoyed the product side, but I wanted to know the real stories and be a part of them-- the people, the families, the businesses. Through my experience, I've had the opportunity to study our business for a very long time. And I know how it's changed.
Our role is about so much more than investment management. I mean, good investment management is foundational to what we do, of course. But it's really about going beyond investments and accounting for the whole picture, being a problem solver. And it's about having a genuine interest in learning and understanding the stories that make every client's goals unique and then making a commitment to help find the strategies that turn those goals into a reality that then allows them the peace of mind to do the things in life that they really enjoy.
As an advisor with Dominion Securities, there's nothing more rewarding than seeing my clients achieve their financial goals and knowing that my team played a key role in that success. When our clients tell us that we help them feel confident and inspired by their finances, that's why I do what I do. That's my story. I can't wait to hear yours.
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