Prior to joining Kucherawy & Associates, Kate worked with two other practices at IG, managing client relationships, working collaboratively on business development, and providing administrative support. She began her career at one of Canada’s largest Credit Unions where for over 5 years, she learned valuable skills for delivering efficient and holistic client experiences. Kate is committed to community engagement and has served on several community boards. Kate has completed her Canadian Investment Funds Course and oversees compliance management, document and data collection, meeting preparation, and Account and Client updates for our practice. Kate also manages our Team’s marketing and event coordination. You can expect to hear from Kate when you need any account updates or financial information collected in preparation for a planning meeting. Kate married her high school sweetheart of 20 years, Dan. In her spare time, Kate loves reading stories and knitting sweaters for her three adorable daughters, Lily, 12, Ivy, 10 and Nelly, 7.