Kate Hanson

Kate Hanson Email and Phone Number

Financial Planner, Investment & Retirement Planning at RBC @ RBC
toronto, ontario, canada
Kate Hanson's Location
Okotoks, Alberta, Canada, Canada
Kate Hanson's Contact Details

Kate Hanson personal email

Kate Hanson phone numbers

About Kate Hanson

Kate Hanson is a Financial Planner, Investment & Retirement Planning at RBC at RBC. She possess expertise in personal financial planning, finance, financial advisory, portfolio management, financial planning and 21 more skills. Colleagues describe her as "I have had the pleasure of working with Kate on a number of complex real estate financing deals over the past few years. Her knowledge and attention to detail is a breath of fresh air! Kate's many as talents, skillful abilities and always cheerful demeanor has made all dealings completely stress free and that says a lot in this business! Thank you Kate, looking forward to continuing to work together for years to come!" and "Kate is excellent at what she does.Specifically with providing taylored advice to enhance clients net worth."

Kate Hanson's Current Company Details
RBC

Rbc

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Financial Planner, Investment & Retirement Planning at RBC
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Kate Hanson Work Experience Details
  • Rbc
    Financial Planner
    Rbc Sep 2020 - Present
    Campbell River, British Columbia, Canada
    View
  • Scotiabank
    Financial Advisor Investment & Retirement Planning
    Scotiabank Sep 2019 - Sep 2020
    Comox, Bc
    As an investment and retirement planning expert, I focus on developing investment and retirement planning strategies to help customers achieve their overall financial goals. Specialized in utilizing my financial planning skills to create customized financial strategies and solutions for my clients, particularly those individuals or households requiring complex and high level of attention to needs and advice based planning.
    View
  • Scotiabank
    Sr. Financial Advisor
    Scotiabank Feb 2018 - Sep 2019
    Courtenay, Bc & Campbell River Bc
    View
  • Scotiabank
    Mortgage Development Manager/Home Financing Advisor
    Scotiabank Apr 2014 - Feb 2018
    View
  • Scotiabank
    Financial Advisor
    Scotiabank May 2012 - Apr 2014
    Campbell River, British Columbia, Canada
    View
  • Canaccord Genuity Inc.
    Investment Advisor
    Canaccord Genuity Inc. Apr 2008 - May 2012
    View
  • Jim Pattison Broadcast Group
    Promotion Director
    Jim Pattison Broadcast Group 2007 - 2008
    View

Kate Hanson Skills

Personal Financial Planning Finance Financial Advisory Portfolio Management Financial Planning Investment Strategies Customer Service Banking Financial Analysis Financial Planners Financial Services Residential Mortgages Wealth Management Wealth Management Services Asset Management Credit Equities Investment Advisory Investments Leadership Management Mortgage Lending Public Speaking Retail Banking Risk Management Social Media

Kate Hanson Education Details

Frequently Asked Questions about Kate Hanson

What company does Kate Hanson work for?

Kate Hanson works for Rbc

What is Kate Hanson's role at the current company?

Kate Hanson's current role is Financial Planner, Investment & Retirement Planning at RBC.

What is Kate Hanson's email address?

Kate Hanson's email address is ka****@****ank.com

What is Kate Hanson's direct phone number?

Kate Hanson's direct phone number is +140381*****

What schools did Kate Hanson attend?

Kate Hanson attended Canadian Securities Institute, The University Of Texas At Austin, Brentwood College School, Robb Road Jr. High, Canadian Securities Institute.

What are some of Kate Hanson's interests?

Kate Hanson has interest in Children, Politics, Renovating And Improving Property, Education, Coaching Soccer For South West United, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Kate Hanson known for?

Kate Hanson has skills like Personal Financial Planning, Finance, Financial Advisory, Portfolio Management, Financial Planning, Investment Strategies, Customer Service, Banking, Financial Analysis, Financial Planners, Financial Services, Residential Mortgages.

Who are Kate Hanson's colleagues?

Kate Hanson's colleagues are Angie Shen, Carlo Madrinan, Dipit Singh Jassal, Danmay Lam, Qafp, Cphr, Jerry Kalyn, Pearl Brock, Khai Tran.

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