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Katie is responsible for reviewing our processing and trades on our processing team. Ensuring administrative and clerical services are in order to ensure effective and efficient operations that meet the standards set out by The Steele Group.
She brings experience working in the financial industry and customer service sector and has a Business-Marketing diploma from Conestoga College. In March of 2023, Katie recieved her QAFP (Qualified Associate Financial Planner™) certification demonstrates a financial planner's competence and commitment to high ethical standards including putting their clients' interests first.
Katie is a fantastic resource for our clients and our team.
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