Kathy Kruivitsky, CA, CIM

Executive Vice-President
Portfolio Manager and Business Development

“Focusing first on our clients’ needs while recognizing that they are just as important as the portfolio management process is essential to relationship building.  Meeting clients’ expectations is our daily goal – and reward.” Call Kathy: 613.725.1800 ext. 228

Kathy is responsible for private client relations at WDS, and has been one of its portfolio managers since 2006. She has 20 years of front-line investment management experience; some spent with two mutual fund dealers and, prior to WDS, PWL Capital. Clients benefit from Kathy’s insights and experience in addressing wealth management needs.  Her finance, tax and estate planning background were gained while at KPMG and the former Coopers & Lybrand. Kathy has a Bachelor of Commerce degree from Queen’s University and is a Chartered Accountant (CA). She also earned the Canadian Securities Institute’s Canadian Investment Manager (CIM), Financial Management Advisor and Fellow of the Canadian Securities Institute designations.