A financial professional for over 15 years, Kathryn joined TD Wealth in October 2010 bringing her passion for holistic wealth management and helping clients achieve a successful financial future.
Kathryn knew from an early age she wanted to be an advisor, following in her father's footsteps. Kathryn's knowledge, experience and commitment have developed deep long-lasting relationships with her valued clients.
Kathryn and her team strive to help individuals and their families focus on living and enjoy what matters most to them. Through a disciplined portfolio management process and prudent planning, Kathryn works closely to identify clients' unique goals and values, while keeping abreast with the ever-changing market environment.
Kathryn believes her clients should have options, so they can navigate the good, the bad, and the unexpected that life brings and be confident in the financial decisions they make and build a legacy they can be proud of.
Kathryn holds a Bachelor of Commerce degree (B.Comm.) in Finance from the University of Alberta and studied abroad in Economics at the University of Edinburgh, Scotland and the Philipps University of Marburg, Germany on international exchanges. Kathryn holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She also holds the Certificate in Retirement Strategy issued by the Canadian Securities Institute.
Kathryn enjoys hiking in the Rocky Mountains with her family and travelling off the beaten path. She has volunteered with the Special Olympics and Calgary Drop-In Centre.
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984