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Katharine Spowart, PFP

SENIOR FINANCIAL PLANNER, INVESTMENT AND 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 (778) 585-3376

Location IconCOURTENAY, 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.

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

Beverley Seguin, PFP

Financial Planner, Investment and Retirement Planning

Linda Gooding

Associate

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


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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

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2 Scenarios to Help You Decide if an FHSA is Right for You

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Passing the Torch: Business Succession Planning

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Maturity options: How to look beyond RRSPs

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