Katrina began her career in financial services with BMO in 2010, working with both personal and commercial clients before joining the Investment Centre. Over the past 14 years, she has worked as a Senior Investment Specialist, developing extensive experience in investments and building strong, lasting relationships with clients. In 2026, she joined BMO Private Banking as a Portfolio Assistant, bringing her broad investment knowledge and client-focused experience to her new role.
She holds a Diploma in Business Administration – Financial Planning from Seneca College and has completed the Investment Funds in Canada (IFIC) course, Canadian Securities Course (CSC), and the Branch Compliance Officer (BCO) course. She is committed to providing thoughtful, personalized service and supporting clients and their families as they navigate their wealth management needs.
Outside of work, she enjoys spending time outdoors with her husband and two children. She also loves baking and trying new recipes, and cherishes time spent with family.