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Katherine Perez

Senior Financial Advisor, Private Client Group
katherine.perez@raymondjames.ca

 

Katherine has enjoyed working with investors since 1998. A proponent of continuing education, she recently earned her Chartered Investment Manager (CIM®) designation, qualifying her to perform discretionary services as a Portfolio Manager . She also holds a BA from the University of Calgary. When she is not working with investors, you will find her at a soccer pitch cheering on her active boys, or trying her hand at baking.