Kathy joined the Lougheed Wealth Management team in May 2019. A 28 year veteran of the investment advisory industry, she has held a number of key administrative positions in the Private Wealth Divisions of some of Canada’s major banks. Prior to entering the investment industry, Kathy studied business administration at Mount Royal University. In her role as Wealth Advisor Assistant, Kathy provides access to a comprehensive range of services with a focus on client administration and providing exceptional client service. Her wealth of experience and knowledge help to ensure expert execution and peace of mind for our clients.