Kate Norris – Financial Advisor

CategoriesBusiness, Calgary

Coming from rural Ontario, Kate is a holistic financial advisor with a deep passion for bringing small-town flair to her big-city business. She enjoys creating meaningful relationships with her clients, connecting to their values, and supporting them in reaching their insurance and investment goals. Kate takes the time to both educate clients, and really hear their story. She believes that truly understanding people is the key to offering the best holistic service and advice. Although Kate’s education was primarily in psychology, her minor in business led to an entrepreneurial mindset and a decision to start a business with Sun Life Financial, where she quickly excelled and became one of the top new advisors nationally. Along with a solid financial plan, Kate believes that physical and mental wellness are equally important. As a published author in evolutionary psychology, Kate stresses personal development as imperative to good mental health; and credits good communication skills, a focus on health, and her personal drive as the keys to her success.

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