Coastal Community Credit Union
Kate is our Financial Consultant at the Hammond Bay Community Branch as well as our Bowen Road Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond. She has been a valued part Coastal community since 2014, before moving into the Financial Consultant role in 2022.
Kate enjoys working 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 long walks with her husband and their dog, Finnegan.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.