Katherine was exposed to the financial and insurance industry through her father at an early age. She saw first-hand the positive impact that investment advice and insurance security can have on individuals, families, and companies.
In 2013 while working on her Bachelor of Commerce at the University of Victoria she completed her life insurance certification and joined the insurance industry. She has also completed her Canadian Securities Course.
She is passionate about comprehensive financial planning. After studying for several years she attained her Certified Financial Planner CFP® and Chartered Life Underwriter CLU designations in 2016. These help her provide holistic financial planning in the areas of tax, wealth management and estate planning. In spring of 2019 she completed the Certified Health Insurance Specialist designation which delved greater into critical illness, disability and long term care insurance.
She enjoys hiking both in the beautiful Fraser Valley and Victoria where she currently lives with Alex, her partner of 11 years. She is a member of Advocis and FP Canada.