KATHERINE WENTZELL
ownit

What gets you out of bed each morning? This will sound boring, but the latest news on BNN, early AM Alberta sunrises and early morning flights.

What’s your favourite book? The Economist, Globe Investor and Financial Post is my reading go-to of choice. Yes, seriously.

What 3-5 words best describe you? Passionate, easy-going, ambitious, spontaneous and idea-oriented

What’s your favourite thing to eat? Where is it from? Sensational wine. Bodacious reds from California, Italy or France top the list (so far).

What’s something that people don’t really know about you? I worked in professional hockey for 5 years

More... Well-traveled in her time, Katherine relocated back to Canada in 2011, after a nearly 10 year stint in the USA. She landed in the extraordinary and unfamiliar surroundings of Alberta where she has made Edmonton home and the Rockies her getaway. Katherine enjoys spending time with friends and family across the globe and her love of travel means you can find her frequently coming and going at YEG airport, her second home.

Since moving to Alberta in 2011, Katherine has been with RBC where she helped clients most recently as a Financial Planner before joining RBC Global Asset Management in 2017. She earned the Professional Financial Planner designation and also holds her MBA from the Ivey School of Business (Ontario) and Honors Economics degree from Queen’s University. While attending Ivey, she was part of the first all-women’s team to win the AT Kearney North American Prize case competition, and was featured in The Globe and Mail and National Post.

Her zest for finance began in 1998 working in Equity Trading and Sales with CIBC Investor Services Inc. in Toronto where she completed several courses through the Canadian Securities Institute. Katherine then relocated to the exciting and alluring destination of New York, NY, then later to the serene desert climes of Scottsdale, Arizona, where she channeled her passion for women and financial literacy through conducting seminars.

Currently Katherine volunteers her time spearheading financial literacy for women as part of the City of Edmonton’s initiative, Women & Money.