Coastal Community Credit Union
Kate is our Financial Consultant at the Hammond Bay Community Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond. She has taken on the Financial Consultant role within our Private Wealth Group but has worked with us in an executive administration role for the past 5 years.
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 running in the Nanaimo community. She also enjoys long walks with her dog, Finnegan, and taking in the local arts scene with her partner.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.