KATHERINE WENTZELL
ownit

What gets you out of bed each morning? Freedom 70

What’s your favourite book? Mood-dependent. Always seeking the vision.

What 3-5 words best describe you? Passionate, Funny, Authentic, Spirited, Creative.

What’s your favourite thing to eat? Where is it from? Vietnamese or Thai. Anything that delivers the best quality for the best deal.

What’s something that people don’t really know about you? More often than not, a night in beats a night out.

More... I love the world of finance and investments channeling this passion into a diverse 14-year career in financial services. I enjoy helping individuals define, construct, manage, and often times reinvigorate their relationship with money. As a former Financial Planner, and now with RBC Global Asset Management, I convey my experience and expertise to support over 350 financial planning professionals in Alberta & Territories. I frequently engage audiences digging beneath the headlines to present the latest economic and financial information.

A graduate of Queen's University with an Honours degree in Economics, I also have an MBA from the Ivey Business School at Western University and obtained both the PFP (Professional Financial Planner) and CIM (Chartered Investment Manager) designations. Outside of this, I am currently the Priority Chair - Gender Wage Gap for the Canadian Federation of Business & Professional Women Canada (BPW Canada).

What excites me? Flight tickets. Most times this means I'm going somewhere fun, relaxing, and uplifting where I'll find something new or reconnect with places that make me feel happy and nostalgic.