Kate L. Phillips Ba

Kate L. Phillips, BA, PFP, is a seasoned business development professional with extensive experience in the finance and wealth management sectors. Currently serving as the Business Development Manager for Wealth at HomeEquity Bank, Kate is focused on fostering partnerships in the Wealth Management sector. Previous roles include Business Development Manager for Residential Lending Solutions at FCT, where Kate educated lenders on mortgage refinancing benefits, and a Recruitment Consultant at Waverley Corporate Financial Services. Additionally, Kate has held business development positions at E2AForums Inc., B2B Bank, Advisor Branding, and Mackenzie Investments, demonstrating a consistent track record in building relationships and driving business growth. Kate's educational background includes a Bachelor of Arts in Economics from Western University and courses in securities and financial planning from the Canadian Securities Institute.