Katherine is a Registered Insurance Broker with experience in Property and Casualty Insurance.
She has demonstrated strong skills in reviewing, designing and negotiating insurance coverages for
a wide variety of businesses, encompassing a broad spectrum of industries.
In addition to her duties serving her clients as the Account Executive, Katherine is also a Financial
Advisor with Registered Life (including Accidental & Sickness) Agent & Mutual Fund Agent Licenses
She represents more than one financial company to provide flexibility in her clients’ portfolios. It also
allows her to provide diverse products like life, health & investment accounts to help her clients.
Every unique need requires a plan. Katherine has helped both individuals and businesses to build
their risk management plans and wealth plans. Whether it includes protecting your business,
employees, or personal health and wealth, Katherine has the skills and expertise to help you build a
customized financial plan.