Meet Our Team
Kathleen began her career in finance in Toronto followed by 4 years on Wall Street where she worked in the investment banking field. She returned to Toronto in 2003, when during a brief stint working in the non-profit sector, she met her future business partners, Valerie and Bryan. Over the past 5 years, Kathleen's role has evolved from junior associate to key member of the Bennett March team in partnership with Valerie and Bryan. Kathleen holds a BA in Economics from Dalhousie University, is a CFA Charter holder, and a Certified Financial Planner (CFP).
Industry Courses Completed:
• Canadian Securities Course (CSC)
• Life Licensing Qualification Course (LLQP)
• Branch Managers' Examination (BME)
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.