Kathie Baran

Katharine Baran is an accomplished professional with extensive experience in operations and technology within the wealth management sector. Currently serving as the Senior Vice President of Operations at Wellington-Altus since January 2024, Katharine previously held the same title at CI Assante Wealth Management from October 2019 to January 2024. Prior roles include Head of Technology at Guardian Capital Group and Vice President, Head of Technology and Operations at Worldsource Wealth Management. Katharine's career also features leadership positions at Guardian Capital Group Limited and CI Investments Inc., where responsibilities encompassed technology and administration. Educationally, Katharine Baran earned a Bachelor of Arts in Economics from the University of Manitoba between 1988 and 1992.