A little bit about Kate

With over 19 years of experience in the investment industry, Kate is an integral part of the day to day operations within the Greenhaven team. Having completed the Canadian Securities Course in 2008, Kate became a Licensed Assistant to Lesley Nott and Jack Buckingham before more recently joining forces with Greenhaven Private Wealth Counsel.

Clients appreciate Kate’s knack for excellent service, her high degree of accuracy, and her ability to see beyond the numbers and into the lives of the families who entrust their financial decisions to her team.