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Katrina Patterson, CFP®, CLU, FMA

Certified Financial Planner®

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.

Our dreams, goals and ideas come from our values…if what we are doing does not come from what we care about most in life, it is meaningless.

— G. Lynne Snead