CC&L
Katherine Raidl has a diverse work experience history. Katherine started their career as a Sales Associate at All Things Engravable in 2013 and then worked as a Volunteer Administrative Assistant at the West Vancouver Chamber of Commerce from 2014 to 2015. In 2015, they became a Busser and Bartender at Olive & Anchor Restaurant, where they worked until 2017. From 2018 to 2019, Katherine participated in the EY Leadership Development Program as a participant at the Haskayne Commerce Undergraduate Society. Katherine then interned at RGF Integrated Wealth Management from May to August 2019. Katherine returned to RGF Integrated Wealth Management in 2020 as a Client Services Associate and held the role until 2021. Katherine joined Connor, Clark & Lunn Private Capital Ltd. in 2021 as a Private Client Services Associate, where they provided exemplary client service and supported the Vice Presidents in introducing affluent Canadians and their families to CC&L Private Capital's discretionary wealth management services. In 2023, Katherine became a Client Services Administrator for Multi-Asset Institutional Portfolios at Connor, Clark & Lunn Financial Group (CC&L).
Katherine Raidl completed their education from 2015 to 2020 at the Haskayne School of Business, earning a Bachelor of Commerce - BCom degree with a focus on Finance, General. Prior to that, they attended Sentinel Secondary School from 2010 to 2020. Alongside their academic studies, Katherine obtained several certifications, including Anti Money Laundering & Terrorist Financing for Securities Professionals, IATP (90-day training), Conducts and Practices Handbook, and Canadian Securities Course, all from the Canadian Securities Institute. The certifications were obtained between February 2021 and June 2021.
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CC&L
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CC&L Financial Group provides services to institutions, individuals, and financial advisors. One of the largest independently owned asset managers in Canada, CC&L Financial Group focuses on creating the conditions for success for their clients, partners, and employees.