Ph: 780.328.2562 ext 107
When Katie joined our team in 2018, she had five year's experience in the industry. Katie quickly stands out as client-centered, focussing her energy on tailored strategies for individuals, families, and business owners. Katie offers peace of mind with Life, Critical Illness and Disability Insurance and funding for buy/sell shareholder agreements within a business partnership. Katie has dedicated herself to providing the finest in service and advice for clients and specializes on insurance and group benefits.
Understanding that a trusting, professional and lasting relationship is the foundation of a client-centered service, Katie stands supported by a team of like-minded qualified professionals who put the needs of their clients first. Drawing on the strengths, talents and specializations of our team, Katie is integral in developing a Personal Wealth Management Strategy™ which includes investments, tax, insurance, retirement and estate planning.
Katie is dedicated to continuing education and sees it as a responsibility to her clients to provide quality up-to-date advice by continually enhancing her knowledge in all disciplines of insurance.
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