Associate Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Katy’s role is to assist the advisory team with meeting preparations, client inquiries, and scheduling, primarily working with Kevin Hegedus and Riley Sittler. She assists with all inquiries related to your account, including account openings, account transfers, contributions, withdrawals, and estate settlements.
Katy has previously been working for a financial institute as an insurance advisor but found that when working from home she missed the camaraderie of an office and decided to make the move to PWM Private Wealth Counsel, iA Private Wealth in 2019. Since then, she has completed her courses to become a licensed Investment Advisor with IIROC.
Katy enjoys spending time with her husband, Fred. The two of them plan to test the bonds of love while they tackle a home renovation together. When not putting her handyman skills to work, Katy can be found playing volleyball, golfing, trying out a new restaurant, or really anything that allows her to spend time enjoying the company of her family and friends.