CFA, CFP®
Investment Advisor
Kaitlyn graduated from the University of Manitoba with a Bachelor of Commerce (Hons) in 2012. She pursued opportunities in accounting and compliance, but soon found herself wanting more – four years after she graduated, she joined her father’s company, Douglas Financial, and hasn’t looked back since. She completed the CFA program in 2018 and the CFP program in 2022. In addition to the designations, Kaitlyn has also taken data analysis and excel training courses in New York, Vancouver, and Winnipeg, making her the go-to analytical expert. Kaitlyn has a passion for helping people become financially stable and literate, and has helped countless people with their investments, tax planning and retirement planning goals.