Katie Fiddler

B.Comm., CFP
Estate Planning Specialist

“Clients are more than numbers, they’re people with individual needs and emotions. I do my utmost to create a trusting relationship, to recognize their intentions and learn how they best wish to manage and distribute their wealth.”

Incorporating insurance-based tax and estate planning solutions, Katie recognizes clients’ circumstances and works with them to coordinate all areas of their family, business and multi-generational planning. She also excels at simplifying potentially complex issues like future tax liabilities and succession planning. Since joining RBC in 2010, Katie’s genuine interest in understanding clients’ desires has been a driving force in her success. “I’m not just thinking about the numbers. I want to get to know people; we’re all unique.”

Getting to know Katie, she likes to describe herself as ‘boring’ but she is actually an accomplished musical artist. She and her husband Chris are the proud parents of three children and live just outside of Edmonton in Ardrossan.

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