Kathy gets things done, bringing positive energy and serious skills to the firm since 2012. An organized and focused professional with a career in banking, investment, and operations leadership, Kathy plays a critical role in ensuring that everything gets completed on time and accurately.
In addition to being a Personal Financial Planner (PFP) and having her Accident, Sickness and Life License for Nova Scotia, Kathy also holds a Bachelor of Science, has completed the Canadian Securities Course and CPH, has Trust Officer training, Human Dimension training, and more. Kathy is very active in her community and enjoys spending time with her family.
