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Katherine joined the advisory team at iA Private Wealth in 2005, working alongside partners, Joe and Greg. With their mentorship and guidance, she has grown her business and has assumed their practice as they transition into retirement. As a CERTIFIED FINANCIAL PLANNER® and graduate of Bachelor of Business Administration at Wilfrid Laurier University, Katherine provides comprehensive financial planning solutions to families and small business owners. Katherine strongly believes in developing a business that not only provides direction and value to her clients, but also remains connected and gives back to the community. Katherine is a proud mother of two young daughters, Stella and Norah.  She and her husband Brenden have a passion for cooking and love spending time skiing as a family.

You can reach out to Katherine to:

• Establish and review financial goals
• Create financial and estate plans
• Income needs and tax efficiencies
• Insurance needs - life, critical illness, disability and travel insurance
• Portfolio construction - investment review