Kate Spivakov

Kate Spivakov

Investment Advisor

BA (Hons)

CIM®

Working together to help you achieve what truly matters to you

Contact Me

Office Location

360 Albert St., 11th Floor Ottawa, ON K1R 7X7. map

Kate Spivakov is an Investment Advisor on the Maple Hill Wealth Management team. Kate started her career in the finance industry in 2009 and joined TD Wealth in 2013. She is dedicated to understanding individual clients' goals and priorities and working with them to create personalized wealth plans. Kate strives to help clients feel confident about their financial future with her attention to detail and ability to assess complex situations. She aims to assist them with their unique circumstances and to provide exceptional service and an enjoyable wealth experience.
She is a graduate of York University in Toronto and holds the Chartered Investment Manager (CIM®) designation. Some of Kate's volunteer work has included being a member of the Board of Directors at the Parent Resource Centre in her community, as well as various other volunteer initiatives such as TD Tree Days and office fundraisers. She enjoys photography, hiking, yoga, and traveling with her husband and two daughters.

Certificates

BA (Hons)

CIM®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

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