Kathryn has been working in the financial services industry since 2011. She holds a Bachelor of Commerce degree from the John Molson School of Business at Concordia and is a CFA Charterholder. Kathryn has varied experience in marketing and promotions and is able to trade in all equity and fixed income securities.
Kathryn works closely with Patrick to develop and monitor client financial plans and investment management solutions. She is also the primary contact in our client reporting service model and is responsible for coordinating with our clients’ other professional advisors.
Originally from Prince Edward Island, Kathryn loves going home in the summer to enjoy the beaches and the seafood. Kathryn likes to travel, stay active, yoga and spending time with her friends and family.