Katie English
Katie English is at her best when something needs sorting out. A client has a question. A detail is missing. A request comes in with a bit of urgency attached. Katie’s instinct is simple: get clear on the problem, take responsibility for it and then do everything in her power to see it through.
That mindset didn’t start in wealth management. Katie grew up in England, trained in performing arts, and then did something most people only talk about at dinner parties: she took her career to the sea, spending years travelling as a dancer on cruise ships. It’s a customer-facing world where you learn to stay composed, read people quickly, and deliver a great experience, night after night, even when you might not be feeling your best and the literal ground you’re standing on isn’t so steady.
When Katie and her husband settled in Canada, it was a fresh start. She gravitated toward the work that fit naturally: client service and administration. She pays attention to the small moments that make people feel valued, and she’s always looking for ways to make a visit, a call, or a first meeting feel special.
Katie’s philosophy on client experience is simple: in the moments that matter (when there’s a concern, an opportunity, or something time-sensitive to deal with) people may not remember every detail of what was said. But they will remember whether you took their issue seriously and whether you did what you promised.
Outside the office, Katie’s life runs in pairs: two kids, two dogs, two cats…and two lists: one that keeps her on track through the day, and one she writes before bed so tomorrow doesn’t start in a scramble.