Tel: 604-443-1474

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BMO Nesbitt Burns
885 West Georgia St.
Suite 2300
Vancouver, BC
V6C 3E8
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Katrina Davis

Katrina Davis

Associate Investment Advisor

I have been working with Janice and Eva since 2010, although I was a summer intern for 5 of those years before starting full-time in 2016. Prior to embarking on my career I obtained a Bachelor of Science degree from UBC.  

While working towards my BSc and shooting for medical school, I interned with Janice and Eva for those 5 summers and realized how rewarding it is to work in this industry. Once I discovered how fulfilling it is to help people achieve financial peace of mind I was hooked. I consider myself extremely lucky to wake up every morning and have a genuine passion for what I do day in and day out.

I have completed the Canadian Securities Course, Conduct and Practices Handbook exam, and the Wealth Management Essentials exam, and am continuing to work towards the ultimate goal of becoming a Portfolio Manager. I have successfully passed the Chartered Financial Analyst (CFA) Level I exam on my first attempt, and am now a CFA Level II candidate. 


While at UBC I challenged myself by playing on the varsity women's field hockey team throughout my undergraduate degree. We won the Canadian National Championship all 5 years I was a member of the team, and I was named co-captain in my last two years. I was also the Vice-President and Treasurer of the Thunderbird Athletic Council. In my final year at UBC, I was a nominee for the May Brown Outstanding Graduating Female Athlete Award, and the recipient of the UBC Twenty-8 Award for Outstanding Leadership by a female varsity student-athlete.
 
In the workplace I have been a Branch Ambassador for BMO's Annual Employee Giving Campaign with United Way, and have attended several BMO Day of Caring events.

I love to read, cook, travel, and be active outside. When not in the office you can find me surfing in Tofino or adventuring around the beautiful Pacific Northwest.