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Partner & Analyst
Kathy began her career in the wealth management industry in 1995 and acquired many years of experience working with two of Canada’s largest financial institutions. She works closely with small business clients to ensure a harmonized approach in dealing with investment portfolio management, increased tax efficiencies and risk mitigation strategies.
She obtained her Master’s degree in Financial Services through the Université du Quebec a Montreal (UQAM) and acquired her CIM designation in 2008. She is a Partner and Analyst at Exponent Investment Management and is involved in the daily analysis of securities and investment selection.
In her spare time, Kathy enjoys various outdoor activities which include cycling, golf and hiking and has a keen interest in issues related to sustainable living and development.