For over 40 years, Kathleen has been a trusted advisor, helping families and individuals achieve their retirement goals. After earning her degree in Business Administration from the Richard Ivey School of Business, she began her career in the investment industry in the early 1980s, where she quickly learned the importance of building enduring client relationships – a foundation she has continued to build her practice on ever since.
With expertise in retirement planning, Kathleen specializes in tax-efficient wealth planning and fundamental wealth management solutions, with a focus on alternative investments. In 2016, Kathleen shared her wealth of experience in a revised edition of her book, If I Retire, How Will I Know When It’s the Weekend?. Combining her knowledge as a portfolio manager with entertaining real-life stories, Kathleen helps answer the age-old question, "Will I have enough to retire?".