Kathy Strobl, B.Comm., CIM, TEP
I have spent over 16 years supporting clients, families, and their businesses in achieving financial and estate goals by building personalized planning strategies that go beyond investing.
As a Certified Financial Planner (CFP®) I understand the importance of a documented financial plan to assist you in keeping goals in focus through each stage of life. I understand the importance of being not only a guide in helping you make the best decisions for yourself but by listening and asking questions to understand your relationship with family and wealth and what can often be stressful and emotional issues surrounding financial decisions.
I earned the international designation of Trust and Estate Practitioner (TEP) to take financial planning a step further by helping you better understand how your personal, professional, and philanthropic goals can be achieved in life and beyond through properly drafted estate documents, such as wills, personal directives, powers of attorney, trusts, and foundations.
I am a Charter Member and past president of the Rotary Club of Edmonton Whyte Avenue. I currently serve on the boards of Edmonton Estate Planning Council and Business & Professional Women of Alberta.
Simon Atuhairwe, B.Sc.
Simon provides high-quality support and service to clients. Some of his responsibilities include executing and monitoring trades, processing deposits and withdrawals, preparing various reports required by clients and the team. His understanding of the investment industry and strong attention to detail ensures that every client receives personalized attention and the best possible outcomes to support achieving their investment goals.
Simon is IIROC licensed with over 10 years of experience in wealth management at CIBC Wood Gundy. He also graduated with BSc in Business Economics. He continues to seek further education in the financial field.
When he's not working, Simon enjoys watching football, and his favorite team is Arsenal. He also has a passion for music, both listening and creating it, and cherishes the time he spends with his wife, family and friends.