Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Katrina Cooke joined our team in February 2022 after spending over nine years in the retail industry as a Branding Operations Supervisor. A native of Ontario and a Fanshawe College alum, her focus in college was in Fashion Merchandising. She’s always been passionate about delivering exceptional service to customers and clients and transitioned into the financial services industry to have more of an operational role.
A problem solver and collaborative team player, Katrina is passionate about advocating for mental health in the workplace.
Katrina is an animal lover who loves spending time with her husky, Heidi! She also loves cooking and trying out new recipes in the kitchen.
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