Kate has joined our Private Wealth Group team as a Client Relations Assistant after working in Client Service for the last three years in Retail Banking. Kate has years of experience with delivering a high end client experience and prides herself on going above and beyond.
She has taken on the Client Relations Assistant role within our Private Wealth Group, and is a fully licensed assistant.
Kate loves to work with clients who are striving to achieve their financial goals. She appreciates the relationship-focused aspect of our business and feels a connection to our organizational value of helping our clients improve their financial health. As an active community member, she connects with our local and community-based approach and aspires to continue helping our clients achieve the life they are passionate about.
Kate is an avid yoga enthusiast and enjoys running in the Nanaimo community. She also enjoys long walks with her dog, Finnegan, and taking in the local arts scene with her partner.
250.390.8914 · Email Kate