Based on 9 reviews.
kathy huynh
kathy huynh
2021-09-02
My partner and I have been working with Kate for many years. She’s been a wealth of knowledge and always takes the time to explain our options. In the past we’ve found some advisors can be quite dismissive or generic but Kate’s sincere and attentive to her clients. We’ve recommended her time and time again to our friends!
Angela Detmold
Angela Detmold
2021-09-02
Kate is incredible! She is so professional and makes everything so easy! I am a realtor and often refer clients to her as I KNOW they will be in great hands!
Kim Detmold
Kim Detmold
2021-09-02
I met with Kate to help me with private benefits, life insurance and some financial advice! She was incredible, she made me feel very comfortable, she was very responsive and provided good direction for me without be pushy or forcing me into signing anything! I would highly recommend her!
Kim Nguyen
Kim Nguyen
2021-09-02
I have been working closely with Kate for many years now. She is a wealth of knowledge and is extremely patient and helpful. Insurance can be quite complex however Kate is the type of advisor who takes her time to ensure you are fully aware of everything in detail to help you make the right educated decision.
Scott Keuhl
Scott Keuhl
2021-09-01
Kate and I have worked together for approximately four years. She responds to me right away every time I need something from her and I never have to worry about a quick response . I trust her completely in choosing the right insurance plans and would recommend her for anyone looking for life insurance or health insurance . I can come to her with questions about my group benefits or group investments and she helps with everything!
Michael Pugh
Michael Pugh
2021-09-01
Kate has been my financial advisor going on 5 years now. I have always found her to be knowledgable, professional, and very easy to communicate with. Through both mutual funds portfolio as well as insurance planning, definitely my go-to ! Even for travel insurance when I’m out of the country for work. Being in Airdrie is a huge perk!
Kevin Annala
Kevin Annala
2021-07-06
Knowledgeable, professional, and very helpful.
Jordan Bey
Jordan Bey
2021-05-19
I very recently moved my accounts to Kate and her team. They are clearly knowledgeable and very efficient! I am looking forward to working with them over the coming years as I build onto my portfolio. Thanks Kate!
Cody Harris
Cody Harris
2021-05-10
I needed to increase my life insurance policy, and of all the different advisors there are to work with, I don't think I could have gotten a better one. Kate and Genna have been great to work with, and went above and beyond to get the work done. Life insurance is the only product I needed, but I'm sure the same high quality of work applies to all products. I highly recommend going to Kate for any insurance or financial needs!