Kate Childerhose, Financial Advisor

Focus Areas

  • Special needs financial considerations
  • Retirement income strategies
  • Intergenerational planning
  • Business owner considerations
  • Employee stock options
  • Retirement savings strategies

About Kate

I grew up in an entrepreneurial family, and learned the importance early on of working hard, and setting financial goals. I was always the person who wanted to help, take care of others, and loved to talk and learn about others.

Becoming a financial advisor was a very natural progression for me, I had always loved investing and started to purchase my own investments when I got my first job at 13 years old. I truly believe that everyone deserves good financial advice no matter where they are in their financial path, and it is my privilege and honour to...

Work History

  • Edward JonesApril 2010 to Current

Education

  • Kettering UniversityBachelor of Science

Team Members

  • Kim Gallagher
    Client Experience Specialist
  • Alicia Haggis
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

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My priorities

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Setting your path

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