B.Comm., CFPEstate Planning Specialist
Katie’s genuine interest in understanding client’s desires and objectives has been a key driver to her success. She works to build strong relationships with RBC’s clientele of affluent families, professionals, executives and business owners while partnering with their trusted advisors to ensure they receive a collaborative and mindful approach to their wealth planning needs.
As an Estate Planning Specialist, Katie lends her expertise by providing insurance-based solutions as a foundation for clients to strengthen their wealth goals of managing financial risk, protecting or transferring wealth while enhancing their ultimate estate plans.
Katie’s home away from office is in Sherwood Park, AB, where she was born and raised. She and her husband Chris have moved just outside of the city limits to an acreage where they are raising their 3 children who continually keep them on their toes with soccer games and dance practices.