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Katharine Spowart, PFP

FINANCIAL PLANNER, INVESTMENT & RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I am the professional you can ask questions about your finances, concerns or decisions that you may not have felt comfortable asking before. I offer personalized help with the financial impact of life changes, like unexpected job loss, marriage breakdown or early retirement, and even questions like when should I start taking CPP? Let me help you protect what you have achieved.

Languages Spoken: ENGLISH

Contact Me

Phone Icon (250) 650-5496

Location Icon COURTENAY, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

> Try it out

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Team

My Partners

David Robertson

RBC Mortgage Specialist

Emily Schmidt

RBC Mortgage Specialist

John Hudey

RBC Mortgage Specialist

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

Responsible Investing Accelerates as Investment Merits Gain Traction, RBC Global Asset Management Survey Finds

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TFSA | GetSmarterAboutMoney.ca

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