Katrina Patterson, CFP®, CLU, FMA
Certified Financial Planner®
Katrina Patterson | Springleaf Financial | Kelowna BC

Family means everything to me. I have a husband that I adore. I have had the privilege of helping my kids grow into the fantastic and loving adults that they are today. They are my joy. When I accept a new client, I’m accepting someone into my family. That doesn’t happen by accident, nor do I take the responsibility lightly.

My commitment to providing valuable advice and support to clients is unwavering. I hold my Certified Financial Planner® (CFP®), Financial Management Advisor (FMA), and Chartered Life Underwriter (CLU) designations so that I can draw from a deep pool of knowledge when assessing your goals, tax situation, insurance needs, risk tolerance, and time horizon. Keeping on top of changing rules and regulations is critical. I have been a member of the Kelowna Estate Planning Society for many years and value my connections in the community. Philanthropy holds an important place in my heart and I work to elevate people’s knowledge in this area and all of the ways that are available to help others.

The process I take clients through can be arduous at times because I care enough to ask the tough questions. I strive to simplify complicated concepts to make them easy to understand. Once I understand what season of life you’re in, and where you want to end up in the future, only then can I begin to formulate a tailored plan that clearly lays out the step by step approach to connect the dots between your today, and a peaceful tomorrow. I love taking the pieces of the puzzle that is life and making them into a wonderful picture of the future.

In my free time, my husband and I love to travel and explore. We have a map to track the places we’ ve been to around the world and we still get excited when planning our next adventure.