Kate Norris B.A., CHS, QAFP | Advisor | CEO

Kate is a local Airdrie financial advisor dedicated to helping small businesses and families cut through the noise and bring order to their financial lives.

Realizing Airdrie was underrepresented, in early 2019 she decided to make a permanent move and join the community to help service and to educate locally on all things finance and insurance. With 7 years in financial services, Kate wanted to bring her expertise to Airdrie and provide a good client experience and give back to her new town. 

Out of the office, Kate will usually be found hiking in the rocky mountains, camping through the beautiful Canadian landscape, or travelling.

Genna Bey | Associate Advisor Administrator 

Genna joined Kate at the beginning of 2021. With over 15 years of experience in the financial services Industry, ranging from administration, to advisor, to financial services manager, she brings a lot of expertise to our company.

Genna’s primary responsibilities are client service administration, streamlining policies and procedures, and social media management. Having her take on these initiatives allows Kate to focus her time working directly with you, her clients, creating detailed plans and executing a high level of dedication to ensuring the best recommendations are made.

When Genna is not working, she is with her husband and young son. They enjoy camping in the summer and spend most of their time at their seasonal spot at Pine Lake.

We never stop learning in an ever-evolving industry!

 

 

Bachelor’s degree: Psychology/ Business

Qualified Associate Financial Planner certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP™ professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for clients.

The Certified Health Insurance Specialist (CHS) designation was established in 2011 by The Institute for Advanced Financial Education (The Institute™) to raise the bar on professional standards and practice methods of financial advisors in the health insurance sector, and to provide designation holders with expertise in this specialized field. The CHS is the only health insurance-focused designation in Canada, which strategically positions financial advisors to meet the growing market demand for informed living benefits advice.

Advocis member: 2014- present. Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.

 

*Kate is currently working through her Certified Financial Planner designation. Completion set for 2022.