Kathleen Peace

Kathleen Peace, CFA, CFP, currently serves as Vice President of Client Service & Business Development at Nexus Investment Management since August 2022. Prior to this role, Kathleen worked as a Business Development Consultant at Portage Sales from September 2021 to August 2022, focusing on initiatives for wealth advisory and specialized lending at a large Ontario credit union. Kathleen was a Partner and Senior Financial Consultant at Woodgate Financial Inc. from 2004 to 2020, providing comprehensive financial planning to over 100 households. Additional experience includes positions on the Editorial Advisory Board at Advisor's Edge, as a Fixed Income Analyst and HNW Fixed Income Sales Representative at Salomon Smith Barney, and in Foreign Exchange Sales and as Financial Controller at CIBC World Markets. Kathleen holds a BA in Economics from Dalhousie University, earned between 1993 and 1996.