Katrina Wilson, Cfa
About Katrina Wilson, Cfa
Katrina Wilson, CFA, is the Vice President of Client Relationship Management at Brookfield Oaktree Wealth Solutions in Toronto, with over a decade of experience in the financial services industry.
Title
Katrina Wilson holds the position of Vice President, Client Relationship Management at Brookfield Oaktree Wealth Solutions, a division of Brookfield Asset Management, based in Toronto, Ontario, Canada.
Current Role at Brookfield Asset Management
Katrina Wilson is currently the Vice President of Client Relationship Management at Brookfield Oaktree Wealth Solutions, which is part of Brookfield Asset Management. In this capacity, she is responsible for managing and nurturing client relationships, ensuring the delivery of tailored investment solutions and services.
Professional Background
Katrina Wilson has accumulated over a decade of experience in the financial services industry, holding various strategic and sales roles. Her past positions include Strategist at Fidelity Canada, Vice President Institutional Equity Sales at Echelon Wealth Partners, and District Vice President at Fidelity Investments. She has also served as Assistant Vice President, Sales at Markit in the Greater New York City Area and worked at Scotia Asset Management L.P. and Scotia Cassels in several capacities.
Educational Background
Katrina Wilson earned her Bachelor of Commerce, Co-op, degree in Finance from Dalhousie University, where she studied from 2006 to 2010. Prior to that, she attended Oakville Trafalgar High School. She also holds the Chartered Financial Analyst (CFA) designation, showcasing her expertise and commitment to the field of finance.
Experience at Fidelity Canada and Investments
Katrina Wilson worked at Fidelity Canada as a Strategist for two years from 2019 to 2021 in Toronto. Prior to this, she served as District Vice President at Fidelity Investments from 2014 to 2019, where she focused on developing and implementing investment strategies, and managing client portfolios.