Katharine Dalton

Katharine is a dedicated Research Consultant with seven years of institutional equity research expertise at a leading global investment firm. Prior to that, she spent three years in investment banking, providing advice to corporate clients. She analyzes industry trends and companies' strategies, valuations, and management teams to provide superior investment recommendations for our clients.

Together, our combined expertise enables us to develop better investing ideas, portfolios and solutions. Many clients appreciate the value of having a diversified team of multiple professionals who bring alternative perspectives to the table.

Katharine’s analytical perspective represents a meaningful advantage to my team that distinguishes me from other advisors. She has a Bachelor of Commerce degree from Queen's University and obtained her MBA from the University of Western Ontario. She also holds the prestigious Chartered Financial Analyst (CFA) designation.

Katharine is very active in our community. She believes strongly in the education of youth to help them establish a firm foundation for a successful financial future. She volunteers through Junior Achievement, a world-recognized leader in the delivery of business education for young people. Katharine also serves as a mentor in the industry through several organizations.