Introducing Katherine Ross

Katherine Ross is dedicated to providing her clients and their families with the support, guidance and the right investment advice for each stage of their lives. Katherine understands your personal and financial lives are closely entwined and that building your wealth, preserving capital, managing risk and taking care of loved ones are all major concerns. Katherine’s disciplined financial planning process and science-based approach to investing enables her to appreciate your needs as she designs and delivers comprehensive planning and investment strategies.

Katherine has over 24 years of experience as a Financial Advisor. Achieving the CIM designation in 2016, she is registered as a Portfolio Manager. A graduate of the University of Calgary, she continued her studies in Financial Planning to earn her Certified Financial Planner (CFP) designation. In addition, Katherine is also options licensed.

Team Members

Leanne Dowell joined Raymond James Ltd. in 2015. She has completed the Canadian Securities Course, the Conduct and Practices Handbook, and is licensed as an Investment Representative. Responsible for all the administrative day-to-day functions of our team, Leanne is passionate about providing excellent client service and always demonstrates her willingness to assist clients in any way she can. She obtained her Bachelor of Commerce (Finance) degree from Griffith University in Gold Coast, Australia, and is in the process of attaining her Chartered Financial Analyst (CFA) designation.

Eric Jozsa was recruited by the Raymond James Financial Planning team after working a number of years for a large group benefits third-party administrator. As a licensed Advisor, Eric Jozsa is capable of providing comprehensive solutions for his corporate clientele in the areas of group benefits, group retirement, personal/corporate insurance, employee wellness, and health spending accounts.