Katherine obtained a Business Management Accelerated diploma from MacEwan University and has completed Financial Planning 1 of her Personal Financial Planner designation.

Katherine began her financial services career in branch banking with a leading Canadian chartered bank where she spent several years as a financial advisor, eventually transitioning to branch management. In this capacity, she worked with senior regional management and led and mentored branch staff in delivering advice and service excellence. Her responsibilities included overseeing vital components of branch operations. More recently, she joined Michael in private wealth management, first at a bank full-service investment dealer and now at Union Wealth Management Corporation.