Senior Investment Associate
Catherine was born in Okinawa, Japan and grew up in Kitchener, Ontario. While living in Toronto she gained her initial investment experience at Desjardins Securities in 2001 before joining National Bank Financial in January of 2006. With 13 years in the financial services industry, she has completed the Canadian Securities Course (CSC), Conducts and Practices (CPH) and is licensed and registered as an Investment Representative.
Catherine is located at our Waterloo Office. She is married with a young son who shares in her passion for gardening and baking. During her down time she enjoys learning to play guitar, writing poetry and experimenting with cooking. She is an avid golfer and seizes every opportunity to play a round of golf with her mentor, her father.
Catherine’s Core Responsibilities
- The main administrative contact for our Waterloo office.
- Implementing and monitoring of our proactive client servicing system.
- Responsible for account transfers, preparing cheques and sending out requested documentation.
- Catherine is licensed to take trading instructions.