Kate Greenwood, CIM


Position: Associate Investment Advisor I iA Private Wealth
: CIM®
: Associate Investment Advisor | iA Private Wealth
: Insurance Advisor | iA Private Wealth Insurance**
: Marketing Management Diploma, Centennial College
: Email: kate.greenwood@iaprivatewealth.ca

Kate has been a dedicated member of the team since 2008. Key roles for Kate include maintaining daily communications and keeping processes efficient to fulfill our goal of providing exceptional service to clients. She also contributes to branch-wide marketing initiatives by creating content for our website, blog posts, e-newsletters, and social media platforms.

As a dually licensed individual, Kate can provide wealth management and risk reduction advice to clients as both an Associate Investment Advisor and Insurance Advisor.

Always on the lookout for ways to enhance the overall client experience, Kate joined the Branch Administrator Council to Management (BACTM) committee in 2020 when nominated by our Regional Vice President. During her two-year term she will be providing feedback on many head office initiatives.

In her off-time, Kate and her husband, Peter, enjoy bee-keeping, cycling, travelling, and playing with their dog, Zoe.