Keeping the details moving so our advisors can focus on what matters most - our clients.
Kathy has more than 30 years of experience in administration, accounting, client service, and business operations. Throughout her career, she has built a reputation for being organized, dependable, and committed to helping others.
Working behind the scenes, Kathy supports our advisors by coordinating account administration, managing documentation, and helping ensure every step of the client experience is completed accurately and efficiently.
Kathy believes that great client service begins long before a meeting takes place. By taking care of the details behind the scenes, she helps create a seamless experience that allows our advisors to focus on building meaningful relationships and helping clients achieve their financial goals.
Outside the office, Kathy enjoys creative writing, DIY home projects, spending time with her daughter, her four-legged pets, and ending the day beneath Saskatchewan's spectacular prairie sunsets. She believes that the same patience, care, and attention to detail that make life meaningful are also what create exceptional client experiences.