Kathleen Black

Kathleen Black – CCO, FCSI, CFP

Phone: 778-330-3009


Kathleen Black has had an 18+ year financial services career. After leading an Alberta Trust company for a number of years Kathleen held several senior positions in compliance and risk operations for two large Canadian & Global Bank wealth divisions.

Kathleen attended Mount Royal University for Business Administration. She currently holds a Certified Financial Planner designation as well as Industry courses for Chief Compliance Officer, IIROC supervisor, Branch Manager, LLQP (life Insurance) Mutual Funds (IFIC), CSC, OPD, PDO, and the prestigious Fellow CSI.