Analyst, Wealth Planning
As an Analyst, Wealth Planning, Kate McMullen assists with preparing financial projections for individuals and their families. In her previous role as an Associate on the Client Wealth Management team, Kate was the first point of contact in our client relationships. Kate is an important contributor to the firm’s wealth planning offering.
Prior to joining Gluskin Sheff in 2016, she worked at Appco Group as Client Account Manager in their Sydney, Australia and Toronto offices.
What is your favourite place in the world?
West coast of Ireland. Aside from the breathtaking scenery and welcoming towns, it is also where I spent many summers growing up in Ireland. I try to get back there at least once or twice a year
- Bachelor of Business (Honours) in Economics and Finance, University of Limerick
- Canadian Securities Course (CSC®)
- Wealth Management Essentials (WME®)
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