Financial Planning Client Services


Client Services

Katie is well-experienced in both Administration and Customer Service. She has a passion for the financial services industry and cultivating relationships with clients. She is currently assisting Stephen’s clients. 

Katie joined our team in May 2021 and is currently working on her Business Administration Diploma, majoring in Finance through NAIT. Previous to joining our firm, she worked as the Branch Administrator for a Truck leasing company for 7 years. 

Outside of the office, Katie loves to cook, go to drift racing events, take road trips with her Fiance and their son, do calligraphy, and spend time with family and friends.


What is your favourite meal/food?

Haitian/Creole food, especially Griot and Mushroom Rice. Yum!

Favourite car?

1969 Ford Mustang – Eleanor Edition (The one from the movie ‘Gone in 60 Seconds’).

Favourite Colour?


What is your favourite ice cream flavour?

Chocolate Fudge Brownie on a waffle cone.

Retirement Dreams?

6 months in Edmonton (or wherever my family is), 6 months somewhere hot – like on a Tropical Island or Mexico.

I can't live without...

Iced Coffee, hugs from my son, my best friend (my fiance), false eyelashes.


DISCLAIMER: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Blackburn Davis Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Blackburn Davis Wealth and covered by the CIPF. Financial planning and insurance services are provided through Blackburn Davis Financial. Blackburn Davis Financial is an independent company separate and distinct from ACPI/Blackburn Davis Wealth.