Katie StewartCFP®

Associate Financial Advisor

When Katie joined our team in 2018, she already had five year’s experience in the industry.  She quickly stood out as client-centered, focussing her energy on tailored strategies for individuals, families, and business owners. By 2022 she had graduated from the CFP® Professional Education program to become a CERTIFIED FINANCIAL PLANNER professional.

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 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.


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 financial planning and insurance.


Ph: 780.328.2562 ext 107

Fax: 780.328.2568


Insurance products available through Katie Stewart.


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