Katie is a versatile and detail-oriented individual responsible for servicing clients’ needs. She prides herself on her outstanding customer service, strong organizational skills and exceptional teamwork capabilities. With over 10 year of experience, Katie has a solid foundational understanding of the financial services industry.

Her passion for the investment industry keeps her up to date with market related developments while continuously building her knowledge. Katie successfully completed her Canadian Securities Course (CSC).  Katie holds Honors BA in Political Science/International Relations from University of Toronto and has a Postgraduate Certificate in Human Resources Management from Seneca College.

Outside of work Katie enjoys spending time with her daughter, practicing/ teaching yoga and reading.